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.
Your Wealth | Your Dreams | Your Legacy
Your Financial Team
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.
Available to You
What Is Your Risk Number?
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 Locations
Valley City
Your Valley City office is located inside Dacotah Bank and is the primary location for Financial Advisor Tom Glandt and Charlotte Ingstad. Cheryl Storhoff is the Branch Operations Manager for this office and provides administrative support.
LaMoure & Oakes
Advisor Carly Rott a 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.
Jamestown
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.
Downtown Fargo
Located in the historic Manchester Building in Fargo, your Downtown Fargo office is headed by Financial Advisor James Bodensteiner. Charlotte Ingstad, Financial Advisor, spends Tuesdays and Thursdays assisting clients at this location. Jim and Charlotte are supported by Branch Operations Managers Holly Shepard and Taryn Dieterle.
Edgeley
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