• Thoreson Steffes Trust Company

  • Thoreson Steffes Trust Company
    Categories

    Financial Institutions

    About Us

    Thoreson Steffes provides wealth management counseling to clients seeking comprehensive advice concerning investment management, wealth transfer, retirement planning and farm management. Dedicated financial stewardship...it's what we do.

    Images

    Located in downtown Fargo with a beautiful view of a vibrant Broadway
    Welcome to Thoreson Steffes Trust Company
    Reaching your goals starts with a conversation
    Founders Kelly Steffes, JD and Rick Thoreson, CFA
    Our conference room
    Kelly Steffes is an attorney with over 25 years experience in estate planning and trust administration.
    Rick Thoreson is a Chartered Financial Analyst with over 30 years investment management experience
    Dusty Richter, CFP has over 12 years of experience guiding clients to reach their goals.
    Charles Peterson, AFM has managed farms across the tri-state area for more than 20 years.
    Bulls and Bears...and goats.
    We debate...
    ...and we have fun.

    Rep/Contact Info

    Card image cap
    Charles P Peterson
    Farm Manager
    Card image cap
    Dusty M Richter CFP
    Financial Planning
    Card image cap
    Nicole Rousar
    Client Services
    Card image cap
    Kelly Steffes JD
    President/Trust Manager
    Card image cap
    Rick Thoreson CFA
    Portfolio Manager
  • Are you a member?

    If you work for a business that has invested in a Chamber membership, YOU are also a member and can register with special pricing for Chamber events! Not sure if your employer is a member? Search your company name in our Business Directory to find out! Here are your member login instructions.



  • POC



  • YPN