• 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.


    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
    Rick Thoreson is a Chartered Financial Analyst with over 30 years investment management experience
    Kelly Steffes is an attorney with over 25 years experience in estate planning and trust administration.
    Charles Peterson, AFM has managed farms across the tri-state area for more than 20 years.
    Dusty Richter, CFP has over 12 years of experience guiding clients to reach their goals.
    Paula Stebner has over 20 years experience advising clients on how to achieve their financial objectives.
    We debate...
    ...and we have fun.

    Rep/Contact Info

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    Charles P Peterson
    Farm Manager
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    Dusty M Richter CFP
    Financial Planning
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    Kelly Steffes JD
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    Rick Thoreson CFA
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