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Bryan David Grimm

ALERUS INVESTMENT ADVISORS CORPORATION·MINNETONKA, Minnesota
Series 7, Series 63, Series 66Clean record24 years registeredALERUS INVESTMENT ADVISORS CORPORATION
10900 WAYZATA BLVD. SUITE 120, MINNETONKA, MN 55305CRD# 2970258Firm CRD# 145129

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bryan David Grimm · MINNETONKA, MN
Registration
CRD #2970258 · ALERUS INVESTMENT ADVISORS CORPORATION · 24 years registered
Brand Profile
Not yet started
01

Career History

CAPTRUST
Aug 2025 – present
ALERUS INVESTMENT ADVISORS CORPORATION
Mar 2009 – Oct 2014
MINNETONKA, MN
CHARLES SCHWAB & CO., INC.
Feb 2002 – Jan 2003
BILLINGS, MT
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 66
Registration record
First registered · February 1, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ALERUS INVESTMENT ADVISORS CORPORATION
CRD 145129 · SEC 801-68381
AUM
$1.8B
Regulatory assets under management
Employees
15
126 client accounts
Services offered by ALERUS INVESTMENT ADVISORS CORPORATION
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at ALERUS INVESTMENT ADVISORS CORPORATION →
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05

Frequently Asked Questions

What services does Bryan David Grimm offer?
Bryan David Grimm specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNETONKA, Minnesota for a consultation.
What are Bryan David Grimm's credentials?
Bryan David Grimm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bryan David Grimm located?
Bryan David Grimm is based in MINNETONKA, Minnesota, working with ALERUS INVESTMENT ADVISORS CORPORATION. Their office serves clients in the MINNETONKA metropolitan area and surrounding communities.
How does Bryan David Grimm charge for services?
Bryan David Grimm's firm is compensated through percentage of aum, hourly charges, subscription fees, other: fee for service projects. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALERUS INVESTMENT ADVISORS CORPORATION?
ALERUS INVESTMENT ADVISORS CORPORATION has approximately 15 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Minnesota
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