AdvisorOS Directory
Claim Profile
Unclaimed Profile
RT

Richard Duane Thoreson

T&S INVESTMENTS, LLC·FARGO, North Dakota
Clean recordT&S INVESTMENTS, LLC
210 N. BROADWAY, FARGO, ND 58102-4771CRD# 1052432Firm CRD# 164425

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Duane Thoreson · FARGO, ND
Registration
CRD #1052432 · T&S INVESTMENTS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Richard Duane Thoreson is a registered financial advisor based in FARGO, North Dakota, affiliated with T&S INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Richard

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Richard is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
T&S INVESTMENTS, LLC
T&S INVESTMENTS
AUM
$14M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at T&S INVESTMENTS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1052432
Firm CRD# 164425
View on FINRA BrokerCheck →

Looking for a financial advisor in FARGO?

Browse all registered financial advisors in FARGO, North Dakota or claim this profile if it's yours.

Browse FARGO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Richard Duane Thoreson offer?
Richard Duane Thoreson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FARGO, North Dakota for a consultation.
What are Richard Duane Thoreson's credentials?
Richard Duane Thoreson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Duane Thoreson located?
Richard Duane Thoreson is based in FARGO, North Dakota, working with T&S INVESTMENTS, LLC. Their office serves clients in the FARGO metropolitan area and surrounding communities.
How does Richard Duane Thoreson charge for services?
Richard Duane Thoreson's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is T&S INVESTMENTS, LLC?
T&S INVESTMENTS, LLC has approximately 2 employees and manages $14M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at T&S INVESTMENTS, LLC

Kelly L Steffes
FARGO, ND

More Advisors in FARGO, North Dakota

Jerry Topp
EIDE BAILLY ADVISORS, LLC·FARGO, ND
Larae Langerud
EIDE BAILLY ADVISORS, LLC·FARGO, ND
Mike Astrup
EIDE BAILLY ADVISORS, LLC·FARGO, ND
Bradley Mark Kelley
EIDE BAILLY ADVISORS, LLC·FARGO, ND
Karla Rae Wilson
EIDE BAILLY ADVISORS, LLC·FARGO, ND
Daniel Brian Schuster
FJELL CAPITAL·FARGO, ND

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Dakota
MINOT (14)BISMARCK (5)GRAND FORKS (5)
City Guides
MINOT GuideBISMARCK GuideGRAND FORKS Guide
Research
Advisor Fees in North DakotaNational Fee Analysis
Request removal of this profile