Private Wealth Management | US Bank

Geneos Wealth Management Inc is a diversified company based in Fargo, North Dakota, offering innovative services and solutions in various business sectors. Since its establishment in 1992, the company has experienced steady growth and operates five divisions, including Agriculture, Industrial, Real Estate, Entertainment, and Hospitality. With a strong focus on customer satisfaction, Geneos Wealth Management Inc surrounds itself with top-notch people and products to deliver exceptional results. Driven by a desire to excel in every aspect of their business, Geneos Wealth Management Inc empowers its employees to make day-to-day decisions for their respective markets. The company values accountability, integrity, and perseverance, ensuring that they do what's right for their customers, communities, team members, and organization. Trusted by renowned brands, Geneos Wealth Management Inc continues to provide exceptional services and seize opportunities for growth.Generated from the website

American Federal is a financially-strong, long-established, employee-owned community bank serving agriculture, business and individuals in the Red River Valley of North Dakota and northwestern Minnesota for more than a century.

Thoreson Steffes Trust Company was founded with one principle goal: dedicated financial stewardship. Rick Thoreson, Chartered Financial Analyst (CFA), is an experienced wealth management professional focused on portfolio management, investment consulting, and managing equity, fixed income and alternative investment portfolios. Kelly Steffes, J.D., is experienced in practicing law in the areas of estate planning, probate, and trust. Dusty Richter, Certified Financial Planner (CFP), develops tailored financial plans focused on tax, risk, retirement, and estate planning. Charles Peterson, Accredited Farm Management (AFM), serves as farm manager for clients with farm or agricultural assets.