wiseradvisor

Thoreson Steffes Trust Company

Tel: 701-478-3344
210 Broadway N.
Suite 400
Fargo, North Dakota  58102

About Thoreson Steffes Trust Company

Thoreson Steffes Trust Company was founded with one principle goal: dedicated financial stewardship. Rick Thoreson, Chartered Financial Analyst (CFA), is an experienced wealth management professional focused on portfolio management, investment consulting, and managing equity, fixed income and alternative investment portfolios. Kelly Steffes, J.D., is experienced in practicing law in the areas of estate planning, probate, and trust. Dusty Richter, Certified Financial Planner (CFP), develops tailored financial plans focused on tax, risk, retirement, and estate planning. Charles Peterson, Accredited Farm Management (AFM), serves as farm manager for clients with farm or agricultural assets.


Office Hours

Monday   08:00 AM - 05:00 PM
Tuesday   08:00 AM - 05:00 PM
Wednesday   08:00 AM - 05:00 PM
Thursday   08:00 AM - 05:00 PM
Friday   08:00 AM - 05:00 PM



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