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Thoreson Steffes Trust Company
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Categories
Financial Institutions
- 210 Broadway N Ste 400 Fargo ND 58102
- (701) 478-3341
- (701) 478-3349
- Send Email
- www.thoresonsteffes.com
Hours:
8:30 to 4:30, Monday - Friday and Saturdays by appointment.
Driving Directions:
Downtown Fargo in the Loretta Building on Broadway
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.
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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
View Personal BioCharles P PetersonCharles joined Thoreson Steffes Trust Company in December 2018 as a Farm Manager. Charles has been in the Farm Management industry since 1998 managing farms in North Dakota, Minnesota, and South Dakota. He is a graduate of North Dakota State University in Agricultural Economics and holds his Accredited Farm Management (AFM) designation from the American Society of Farm Managers and Rural Appraisers.
Charles is a past chair of the Fargo-Moorhead Symphony Orchestra Board and member of the Red River Valley Coin Club. Charles also loves to travel and enjoys photography.
Charles P PetersonFarm Manager- Phone: (701) 478-3340
- Fax: (701) 478-3349
- Send an Email
- 210 Broadway N Ste 400 Loretta Building Fargo ND 58102
View Personal BioKelly Steffes JDKelly is a principal of Thoreson Steffes Trust Company and serves as relationship manager with responsibility for trust administration, estate planning, and developing strong working relationships with clients, their family members, and their trusted advisers. She has over 30 years of personal trust experience including management roles at a large national bank. With her law degree, Kelly has experience in practicing law in the areas of estate planning, probate, and trust.
Kelly and her husband, Scott, have five adult children and have recently begun to welcome grandchildren into their lives. They enjoy spending time at the lake and the mountains of Montana.Kelly Steffes JDPresident and Chief Fiduciary Officer- Phone: (701) 478-3339
- Fax: (701) 478-3349
- Send an Email
- 210 Broadway N Ste 400 lo Fargo ND 58102
View Personal BioRichard D. Thoreson CFARick is a principal of Thoreson Steffes Trust Company focused on portfolio management and investment consulting. Rick has over 35 years of experience including serving as Chief Investment Officer for the private client group of a large national bank. An experienced wealth management professional, his focus is on managing equity, fixed income and alternative investment portfolios for taxable clients. Rick has held the designation of Chartered Financial Analyst since 1991 and is a member of the CFA Institute and CFA Society of Minnesota.
Rick and Sue have four adult children living in Cincinnati, San Francisco, West Fargo and St. Paul. Rick enjoys fishing, cross country skiing, travel and grandchildren.Richard D. Thoreson CFAInvestments- Phone: (701) 478-3338
- Send an Email
- 210 Broadway N Ste 400 Loretta Building Fargo ND 58102
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