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

210 N. Broadway, Suite 400, Fargo, ND 58102

By the Numbers

Total Assets Under Management

45

MILLION
Total Number of Accounts

38

ACCOUNTS
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.

Financial Advisors at Thoreson Steffes

Showing 1 - 2 of 2 top financial advisors.

Kelly L. Steffes

CRD#: 6077919

210 N. Broadway, Suite 400, Fargo, ND 58102

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.

Richard D. Thoreson

CRD#: 1052432

210 N. Broadway, Suite 400, Fargo, ND 58102

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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