Let's go all in on your financial plan
Learn about the comprehensive process we use to create a financial plan exclusively designed for you.
Whether you are just starting out on your financial journey or you are well into retirement, our team of professionals is here to assist you.
Your valued advisor can help you choose suitable investment products.
Years of experience have prepared us to guide you through life's transitions.
Help protect your income and those you love through insurance.
Everyone has a Risk Number whether they know it or not. Your tolerance for market volatility is unique. We use a risk assessment built upon a Nobel Prize-winning framework, and learning your risk number only takes a couple of minutes.
Your Valley City office is located inside Dacotah Bank and is the primary location for Financial Advisor Tom Glandt. Cheryl Storhoff is the Branch Operations Manager and provides administrative support along with Charlotte Huschka and Reah Tykwinski.
Located in the historic Manchester Building in Fargo, your Downtown Fargo located is headed by Financial Advisor James Bodensteiner. Jim is supported by Branch Operations Manager, Holly Shepard, as well as Charlotte Huschka. Charlotte is a Financial Services Assistant and splits her time between our Downtown Fargo and Valley City offices.
LaMoure & Oakes
Advisor Carly Rott spends MWF working with clients in LaMoure and Tuesdays in Oakes. Advisor Tom Glandt is available in Oakes on Tuesday mornings and Tuesday afternoons in LaMoure each week.
Fargo - Casey Stowman
Casey Stowman is an Independent Financial Advisor located in Fargo but supported by Administrative staff at our corporate office in Valley City. Casey is available to meet with you by appointment; call or email him to schedule a time.
This location, located inside of Dacotah Bank, is home to Financial Advisor Erin Lamp and her Branch Operations Manager, Jen Van Berkom, who are ready to assist you with all your financial planning needs.
Advisor Carly Rott spends her Thursdays meeting with clients in Edgeley. This office is located on Main Street in a shared space with Farmers Union Insurance and the City of Edgeley.
Working With A Financial Professional