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
-
Total Number of Accounts38ACCOUNTS
-
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
![](/img/ws/firm-ria-sec-logo.png)
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.