Thoreson Steffes (CRD# 164425) is a financial advisory firm headquartered in Fargo, ND. They manage $13,262,255 in 7 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts7ACCOUNTS
Average Account Value$1,894,608
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Kelly Steffes (CRD# 6077919) is an Investment Advisor Representative working at Thoreson Steffes in Fargo, ND and has over 5 years of experience in the finance industry.
Richard Thoreson (CRD# 1052432) is an Investment Advisor Representative working at Thoreson Steffes in Fargo, ND and has 1 year of experience in the finance industry.