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T&S INVESTMENTS, LLC
T&S INVESTMENTS, LLC
T&S INVESTMENTS
FARGO, North Dakota
·
2 registered advisors
·
CRD# 164425
SEC# 801-80084
701-478-3338
01
Firm Overview
AUM
$14M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at T&S INVESTMENTS, LLC
2 registered advisors
Kelly L Steffes
FARGO, North Dakota
CRD# 6077919
Richard Duane Thoreson
FARGO, North Dakota
CRD# 1052432
05
Office Locations
FARGO, North Dakota
2 advisors
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Data sourced from SEC Form ADV filings. T&S INVESTMENTS, LLC (CRD# 164425) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.