Choice Wealth > Wealth Team

Tom Halstenson

Wealth Manager

With Tom, you’ll have a dedicated advisor with many years of experience who provides straightforward advice, tailored recommendations, tax-efficient investing strategies, and guidance designed to grow and protect your wealth.

More About Tom
Tom Halstenson Headshot

3050 Sienna Drive S
Fargo, ND

O 701.282.3100

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No financial situation is the same, which is where my experience creating custom-tailored financial plans and asking important questions adds value to your financial future. I look forward to helping find your best future.

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Areas of Focus

Financial Planning

How will you put the kids through college? What’s your vision for retirement? Any major purchases planned? I’ll listen to your needs and establish a plan that is right for you.

Retirement Planning

Many retirees are understandably concerned about their income. Together, we’ll develop a plan that’s sustainable and personalized for your specific needs.

Estate Planning

Thoughtful and intentional estate planning brings comfort to you and your loved ones. I approach the process with knowledge, sensitivity, and care.

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

Portfolio Management

As markets fluctuate and your needs evolve, I will be there to make adjustments to your portfolio. By keeping you and your goals in mind, I will assure your money is always working for you.

More About Tom

I have been in the Wealth Management business for 30+ years. Our team specializes in the portfolio management of individual securities, primarily stocks and bonds. Our team objective is to know our clients well, understand their hopes and dreams, and help them find ways to achieve them.

Vonnie and I have been married for 40 plus years. We have 4 grandchildren. We love to be at the lake and farm with them. We do many outdoor things together and enjoy everyday living close to our family.

BrokerCheck

Left-to-right: Jon Halstenson, Brandon Askew, Michelle Christensen, Tom Halstenson

Jon Halstenson

Wealth Manager
Fargo, ND

Brandon Askew

Wealth Manager
Fargo, ND

Michelle Christensen

Client Services Associate
Fargo, ND

Tom Halstenson

Wealth Manager
Fargo, ND

Contact Tom