• 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.

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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
    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.
    Kiana joined Thoreson Steffes Trust Company in June 2021 specializing in serving the daily needs of our clients.
    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.

    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
    President/Trust
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    Richard Duane Thoreson CFA
    Investments
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