Thoreson Steffes

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).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $1,894,608
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MN, ND

Financial Advisors at Thoreson Steffes
Showing 1 - 2 of 2 top financial advisors.
1
Kelly L. Steffes
CRD#: 6077919
210 N. Broadway, Suite 400, Fargo, ND 58102
90
Wealthminder
score

Kelly Steffes (CRD# 6077919) is an Investment Advisor Representative working at Thoreson Steffes in Fargo, ND and has over 4 years of experience in the finance industry.

2
Richard D. Thoreson
CRD#: 1052432
210 N. Broadway, Suite 400, Fargo, ND 58102
90
Wealthminder
score

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.

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