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ALERUS INVESTMENT ADVISORS CORPORATION
ALERUS INVESTMENT ADVISORS CORPORATION
MINNETONKA, Minnesota
·
7 registered advisors
·
CRD# 145129
SEC# 801-68381
877-493-5858
01
Firm Overview
AUM
$1.8B
Regulatory assets under management
Employees
15
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
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
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: FEE FOR SERVICE PROJECTS
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ALERUS INVESTMENT ADVISORS CORPORATION
7 registered advisors
Bryan David Grimm
MINNETONKA, Minnesota
CRD# 2970258
Eric Anthony Carlson
MINNETONKA, Minnesota
CRD# 4629614
John Gerard Flesch
MINNETONKA, Minnesota
CRD# 811977
Karl Austin Bollingberg
MINNETONKA, Minnesota
CRD# 4629623
Kris Ellen Compton
MINNETONKA, Minnesota
CRD# 5416587
Randy Louis Newman
MINNETONKA, Minnesota
CRD# 2451981
Sunil N Swami
MINNETONKA, Minnesota
CRD# 4807675
05
Office Locations
MINNETONKA, Minnesota
7 advisors
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Data sourced from SEC Form ADV filings. ALERUS INVESTMENT ADVISORS CORPORATION (CRD# 145129) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.