Thoreson Steffes
Thoreson Steffes (CRD# 164425) is a financial advisory firm headquartered in Fargo, ND. They manage $45,202,807 in 38 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Thoreson Steffes
By the Numbers
-
Total Assets Under Management45MILLION
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Total Number of Accounts38ACCOUNTS
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Average Account Value$1,189,548
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
ND
Financial Advisors at Thoreson Steffes
1
Kelly Steffes (CRD# 6077919) is an Investment Advisor Representative working at Thoreson Steffes in Fargo, ND and has over 11 years of experience in the finance industry.
2
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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