Thoreson Steffes Trust Company

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210 Broadway N Ste 400
Fargo, ND 58102
+1 (701) 478-3344
http://www.thoresonsteffes.com
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.

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United States›North Dakota›Fargo›Thoreson Steffes Trust Company