• Thoreson Steffes Trust Company

  • Thoreson Steffes Trust Company

    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.


    Welcome to Thoreson Steffes Trust Company
    Located in downtown Fargo with a beautiful view of a vibrant Broadway
    Founders Kelly Steffes, JD and Rick Thoreson, CFA
    Reaching your goals starts with a conversation
    Providing dedicated financial stewardship to individuals and families.
    Rick Thoreson is a Chartered Financial Analyst with over 35 years investment management experience.
    Kelly Steffes is an attorney with over 30 years experience in estate planning and trust administration.
    Kiana joined Thoreson Steffes Trust Company in June 2021 as a client service and relationship management professional.
    Charles Peterson, AFM has managed farms across the tri-state area for more than 20 years.
    Jami Hoffner joined Thoreson Steffes Trust Co in 2023 as a client service professional.

    Rep/Contact Info

    Card image cap
    View Personal Bio
    Charles P Peterson
    Farm Manager
    Card image cap
    View Personal Bio
    Kelly Steffes JD
    President and Chief Fiduciary Officer
    Card image cap
    View Personal Bio
    Richard D. Thoreson CFA
  • Are you a Chamber member?

    If you work for a business that has invested in a Chamber membership, that means you as an individual are also a member. 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