FIDUCIARY COUNSELLING INC
CRD #104753 SEC #801-4158 ST PAUL, MN 651-228-0935
SEC Registered
Total AUM
$9.5B
Discretionary
$4B
Employees
91
Clients
251
Accounts
1,721
Firm Details
- Organization Type
- Corporation
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 22, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRUNEL, JEAN, LOUISPIERRE | I | DIRECTOR | NA | Control |
| BRUNEL, JEAN, LOUISPIERRE | I | DIRECTOR | NA | Control |
| BRUNEL, JEAN, LOUISPIERRE | I | DIRECTOR | NA | Control |
| BRUNEL, JEAN, LOUISPIERRE | I | DIRECTOR | NA | Control |
| BRUNEL, JEAN, LOUISPIERRE | I | DIRECTOR | NA | Control |
| BRUNEL, JEAN, LOUISPIERRE | I | DIRECTOR | NA | Control |
| BRUNEL, JEAN, LOUISPIERRE | I | DIRECTOR | NA | Control |
| BRUNEL, JEAN, LOUISPIERRE | I | DIRECTOR | NA | Control |
| BURNS, ANN, B | I | DIRECTOR | NA | Control |
| BURNS, ANN, B | I | DIRECTOR | NA | Control |
| BURNS, ANN, B | I | DIRECTOR | NA | Control |
| BURNS, ANN, B | I | DIRECTOR | NA | Control |
| BURNS, ANN, B | I | DIRECTOR | NA | Control |
| BURNS, ANN, B | I | DIRECTOR | NA | Control |
| BURNS, ANN, B | I | DIRECTOR | NA | Control |
| BURNS, ANN, B | I | DIRECTOR | NA | Control |
| BURNS, ANN, B | I | DIRECTOR | NA | Control |
| BURNS, ANN, B | I | DIRECTOR | NA | Control |
| BURNS, ANN, B | I | DIRECTOR | NA | Control |
| BURNS, ANN, B | I | DIRECTOR | NA | Control |
| BURNS, ANN, BARRY | I | DIRECTOR | NA | Control |
| BURNS, ANN, BARRY | I | DIRECTOR | NA | Control |
| BURNS, ANN, BARRY | I | DIRECTOR | NA | Control |
| BURNS, ANN, BARRY | I | DIRECTOR | NA | Control |
| BURNS, ANN, BARRY | I | DIRECTOR | NA | Control |
| BURNS, ANN, BARRY | I | DIRECTOR | NA | Control |
| BURNS, ANN, BARRY | I | DIRECTOR | NA | Control |
| BURNS, ANN, BARRY | I | DIRECTOR | NA | Control |
| BURNS, ANN, BARRY | I | DIRECTOR | NA | Control |
| BURNS, ANN, BARRY | I | DIRECTOR | NA | Control |
| BURNS, ANN, BARRY | I | DIRECTOR | NA | Control |
| BURNS, ANN, BARRY | I | DIRECTOR | NA | Control |
| BURNS, ANN, BARRY | I | DIRECTOR | NA | Control |
| BURNS, ANN, BARRY | I | DIRECTOR | NA | Control |
| BURNS, ANN, BARRY | I | DIRECTOR | NA | Control |
| BURNS, ANN, BARRY | I | DIRECTOR | NA | Control |
| BURNS, ANN, BARRY | I | DIRECTOR | NA | Control |
| BURNS, ANN, BARRY | I | DIRECTOR | NA | Control |
| BURNS, ANN, BARRY | I | DIRECTOR | NA | Control |
| BURNS, ANN, BARRY | I | DIRECTOR | NA | Control |
| CASTELLANO, JAMES, GUY | I | DIRECTOR | NA | Control |
| CASTELLANO, JAMES, GUY | I | DIRECTOR | NA | Control |
| CASTELLANO, JAMES, GUY | I | DIRECTOR | NA | Control |
| CASTELLANO, JAMES, GUY | I | DIRECTOR | NA | Control |
| CASTELLANO, JAMES, GUY | I | DIRECTOR | NA | Control |
| CASTELLANO, JAMES, GUY | I | DIRECTOR | NA | Control |
| CASTELLANO, JAMES, GUY | I | DIRECTOR | NA | Control |
| CASTELLANO, JAMES, GUY | I | DIRECTOR | NA | Control |
| CASTELLANO, JAMES, GUY | I | DIRECTOR | NA | Control |
| CASTELLANO, JAMES, GUY | I | DIRECTOR | NA | Control |
| CASTELLANO, JAMES, GUY | I | DIRECTOR | NA | Control |
| CASTELLANO, JAMES, GUY | I | DIRECTOR | NA | Control |
| CASTELLANO, JAMES, GUY | I | DIRECTOR | NA | Control |
| CASTELLANO, JAMES, GUY | I | DIRECTOR | NA | Control |
| CASTELLANO, JAMES, GUY | I | DIRECTOR | NA | Control |
| CASTELLANO, JAMES, GUY | I | DIRECTOR | NA | Control |
| CASTELLANO, JAMES, GUY | I | DIRECTOR | NA | Control |
| CASTELLANO, JAMES, GUY | I | DIRECTOR | NA | Control |
| CASTELLANO, JAMES, GUY | I | DIRECTOR | NA | Control |
| CASTELLANO, JAMES, GUY | I | DIRECTOR | NA | Control |
| CASTELLANO, JAMES, GUY | I | DIRECTOR | NA | Control |
| CASTELLANO, JAMES, GUY | I | DIRECTOR | NA | Control |
| CASTELLANO, JAMES, GUY | I | DIRECTOR | NA | Control |
| CASTELLANO, JAMES, GUY | I | DIRECTOR | NA | Control |
| CASTELLANO, JAMES, GUY | I | DIRECTOR | NA | Control |
| CASTELLANO, JAMES, GUY | I | DIRECTOR | NA | Control |
| CASTELLANO, JAMES, GUY | I | DIRECTOR | NA | Control |
| CASTELLANO, JAMES, GUY | I | DIRECTOR | NA | Control |
| CLIFFORD, SHARI, LYNN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CLIFFORD, SHARI, LYNN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CLIFFORD, SHARI, LYNN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CLIFFORD, SHARI, LYNN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CLIFFORD, SHARI, LYNN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CLIFFORD, SHARI, LYNN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CLIFFORD, SHARI, LYNN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CLIFFORD, SHARI, LYNN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CLIFFORD, SHARI, LYNN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CLIFFORD, SHARI, LYNN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CLIFFORD, SHARI, LYNN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CLIFFORD, SHARI, LYNN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CLIFFORD, SHARI, LYNN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CLIFFORD, SHARI, LYNN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CLIFFORD, SHARI, LYNN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CLIFFORD, SHARI, LYNN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CLIFFORD, SHARI, LYNN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CLIFFORD, SHARI, LYNN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CLIFFORD, SHARI, LYNN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CLIFFORD, SHARI, LYNN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CLIFFORD, SHARI, LYNN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| COGAN, JOHN, FRANCIS | I | DIRECTOR | NA | Control |
| COGAN, JOHN, FRANCIS | I | DIRECTOR | NA | Control |
| COGAN, JOHN, FRANCIS | I | DIRECTOR | NA | Control |
| COGAN, JOHN, FRANCIS | I | DIRECTOR | NA | Control |
| COGAN, JOHN, FRANCIS | I | DIRECTOR | NA | Control |
| COGAN, JOHN, FRANCIS | I | DIRECTOR | NA | Control |
| COGAN, JOHN, FRANCIS | I | DIRECTOR | NA | Control |
| COGAN, JOHN, FRANCIS | I | DIRECTOR | NA | Control |
| FIELDS, AMY, G | I | DIRECTOR | NA | Control |
| FIELDS, AMY, G | I | DIRECTOR | NA | Control |
| FIELDS, AMY, G | I | DIRECTOR | NA | Control |
| FIELDS, AMY, G | I | DIRECTOR | NA | Control |
| GRABOW, KAREN, MINDA | I | DIRECTOR | NA | Control |
| GRABOW, KAREN, MINDA | I | DIRECTOR | NA | Control |
| GRABOW, KAREN, MINDA | I | DIRECTOR | NA | Control |
| GRABOW, KAREN, MINDA | I | DIRECTOR | NA | Control |
| GRABOW, KAREN, MINDA | I | DIRECTOR | NA | Control |
| GRABOW, KAREN, MINDA | I | DIRECTOR | NA | Control |
| GRABOW, KAREN, MINDA | I | DIRECTOR | NA | Control |
| GRABOW, KAREN, MINDA | I | DIRECTOR | NA | Control |
| GRABOW, KAREN, MINDA | I | DIRECTOR | NA | Control |
| GRABOW, KAREN, MINDA | I | DIRECTOR | NA | Control |
| GRABOW, KAREN, MINDA | I | DIRECTOR | NA | Control |
| GRABOW, KAREN, MINDA | I | DIRECTOR | NA | Control |
| GRABOW, KAREN, MINDA | I | DIRECTOR | NA | Control |
| GRABOW, KAREN, MINDA | I | DIRECTOR | NA | Control |
| GRABOW, KAREN, MINDA | I | DIRECTOR | NA | Control |
| GRABOW, KAREN, MINDA | I | DIRECTOR | NA | Control |
| GREINER-QUIETT, ELIZABETH, ANN | I | CHIEF CLIENT SERVICES AND OPERATIONS OFFICER | NA | Control |
| GREINER-QUIETT, ELIZABETH, ANN | I | CHIEF CLIENT SERVICES AND OPERATIONS OFFICER | NA | Control |
| GREINER-QUIETT, ELIZABETH, ANN | I | CHIEF CLIENT SERVICES AND OPERATIONS OFFICER | NA | Control |
| GREINER-QUIETT, ELIZABETH, ANN | I | CHIEF CLIENT SERVICES AND OPERATIONS OFFICER | NA | Control |
| GREINER-QUIETT, ELIZABETH, ANN | I | CHIEF CLIENT SERVICES AND OPERATIONS OFFICER | NA | Control |
| GREINER-QUIETT, ELIZABETH, ANN | I | CHIEF CLIENT SERVICES AND OPERATIONS OFFICER | NA | Control |
| GREINER-QUIETT, ELIZABETH, ANN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| GREINER-QUIETT, ELIZABETH, ANN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| GREINER-QUIETT, ELIZABETH, ANN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| GREINER-QUIETT, ELIZABETH, ANN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| GREINER-QUIETT, ELIZABETH, ANN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| GREINER-QUIETT, ELIZABETH, ANN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| GREINER-QUIETT, ELIZABETH, ANN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| GREINER-QUIETT, ELIZABETH, ANN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| GREINER-QUIETT, ELIZABETH, ANN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| GREINER-QUIETT, ELIZABETH, ANN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| GREINER-QUIETT, ELIZABETH, ANN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| GREINER-QUIETT, ELIZABETH, ANN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| GREINER-QUIETT, ELIZABETH, ANN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| GREINER-QUIETT, ELIZABETH, ANN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| Grabow, Karen, M | I | DIRECTOR | NA | Control |
| Grabow, Karen, M | I | DIRECTOR | NA | Control |
| HOLM, RICHARD, THOMAS | I | TREASURER & ASS'T SECRETARY | NA | |
| HOLM, RICHARD, THOMAS | I | TREASURER & ASS'T SECRETARY | NA | |
| ISABEL, SARAH, G | I | CO-PRESIDENT, CO-CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| ISABEL, SARAH, G | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| JORDAN, JOHN, RAYMOND | I | DIRECTOR | NA | Control |
| JORDAN, JOHN, RAYMOND | I | DIRECTOR | NA | Control |
| JORDAN, JOHN, RAYMOND | I | DIRECTOR | NA | Control |
| JORDAN, JOHN, RAYMOND | I | DIRECTOR | NA | Control |
| JORDAN, JOHN, RAYMOND | I | DIRECTOR | NA | Control |
| JORDAN, JOHN, RAYMOND | I | DIRECTOR | NA | Control |
| JORDAN, JOHN, RAYMOND | I | DIRECTOR | NA | Control |
| JORDAN, JOHN, RAYMOND | I | DIRECTOR | NA | Control |
| JORDAN, JOHN, RAYMOND | I | DIRECTOR | NA | Control |
| LAMMERS, JENNIFER, DAVIS | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | |
| LAMMERS, JENNIFER, DAVIS | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | |
| LAMMERS, JENNIFER, DAVIS | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | |
| LAMMERS, JENNIFER, DAVIS | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | |
| LAMMERS, JENNIFER, DAVIS | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | |
| LAMMERS, JENNIFER, DAVIS | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | |
| LANG, ANDREW, EDWARD | I | INTERIM CHIEF INVESTMENT OFFICER | NA | Control |
| LANG, ANDREW, EDWARD | I | INTERIM CHIEF INVESTMENT OFFICER | NA | Control |
| LANG, ANDREW, EDWARD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LANG, ANDREW, EDWARD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LANG, ANDREW, EDWARD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LANG, ANDREW, EDWARD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LANG, ANDREW, EDWARD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LANG, ANDREW, EDWARD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LANG, ANDREW, EDWARD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LANG, ANDREW, EDWARD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LIND, ERIC, ROGER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LIND, ERIC, ROGER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LINEBERRY, DOUGLAS, JAY | I | CHIEF TRUST OFFICER | NA | Control |
| LINEBERRY, DOUGLAS, JAY | I | CHIEF TRUST OFFICER | NA | Control |
| LINEBERRY, DOUGLAS, JAY | I | CHIEF TRUST OFFICER | NA | Control |
| LINEBERRY, DOUGLAS, JAY | I | CHIEF TRUST OFFICER | NA | Control |
| MARSH, CYNTHIA, ELAINE | I | DIRECTOR | NA | Control |
| MARSH, CYNTHIA, ELAINE | I | DIRECTOR | NA | Control |
| MARSH, CYNTHIA, ELAINE | I | DIRECTOR | NA | Control |
| MARSH, CYNTHIA, ELAINE | I | DIRECTOR | NA | Control |
| MARSH, CYNTHIA, ELAINE | I | DIRECTOR | NA | Control |
| MARSH, CYNTHIA, ELAINE | I | DIRECTOR | NA | Control |
| MARSH, CYNTHIA, ELAINE | I | DIRECTOR | NA | Control |
| MARSH, CYNTHIA, ELAINE | I | DIRECTOR | NA | Control |
| MARSH, CYNTHIA, ELAINE | I | DIRECTOR | NA | Control |
| MARSH, CYNTHIA, ELAINE | I | DIRECTOR | NA | Control |
| MARSH, CYNTHIA, ELAINE | I | DIRECTOR | NA | Control |
| MARSH, CYNTHIA, ELAINE | I | DIRECTOR | NA | Control |
| MARSH, CYNTHIA, ELAINE | I | DIRECTOR | NA | Control |
| MARSH, CYNTHIA, ELAINE | I | DIRECTOR | NA | Control |
| MCKINLEY, MARY, JULIE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| MCKINLEY, MARY, JULIE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| MCKINLEY, MARY, JULIE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| MCKINLEY, MARY, JULIE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| MCKINLEY, MARY, JULIE | I | CO-PRESIDENT, CO-CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| MITCHELL, JASON, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, JASON, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, JASON, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, JASON, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, JASON, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, JASON, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, JASON, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, JASON, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, JASON, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, JASON, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, JASON, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MITCHELL, JASON, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MITCHELL, JASON, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NARVERUD, JAY, ARNOLD | I | TREASURER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ORR, NANCY, CHAPMAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| ORR, NANCY, CHAPMAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Orr, Nancy, C | I | INVESTMENT OFFICER | NA | Control |
| Orr, Nancy, C | I | CHIEF INVESTMENT OFFICER | NA | Control |
| PROVO, JOHN, W. | I | GENERAL COUNSEL | NA | |
| PROVO, JOHN, W. | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | |
| PROVO, JOHN, W. | I | GENERAL COUNSEL | NA | Control |
| PROVO, JOHN, WINFIELD | I | GENERAL COUNSEL | NA | Control |
| RAU, KAREN, PETERSEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| RAU, KAREN, PETERSEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| RAU, KAREN, PETERSEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIMON, STEPHEN, GERARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIMON, STEPHEN, GERARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIMON, STEPHEN, GERARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIMON, STEPHEN, GERARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIMON, STEPHEN, GERARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIMON, STEPHEN, GERARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIMON, STEPHEN, GERARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIMON, STEPHEN, GERARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIMON, STEPHEN, GERARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, SUSANNE, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, SUSANNE, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| SOMMERS, JOEL, ALAN | I | DIRECTOR - ESTATE, TRUST & LEGAL | NA | Control |
| SPIKA, NICHOLAS, CHARLES | I | SECRETARY AND CHIEF LEGAL OFFICER | NA | Control |
| SPIKA, NICHOLAS, CHARLES | I | CHIEF LEGAL OFFICER | NA | Control |
| SPIKA, NICHOLAS, CHARLES | I | CHIEF LEGAL OFFICER | NA | Control |
| SPIKA, NICHOLAS, CHARLES | I | CHIEF LEGAL OFFICER | NA | Control |
| SPIKA, NICHOLAS, CHARLES | I | CHIEF LEGAL OFFICER | NA | Control |
| SPIKA, NICHOLAS, CHARLES | I | CHIEF LEGAL OFFICER | NA | Control |
| SPIKA, NICHOLAS, CHARLES | I | CHIEF LEGAL OFFICER | NA | Control |
| STEIN, ROBERT, ALLEN | I | DIRECTOR | NA | Control |
| STEIN, ROBERT, ALLEN | I | DIRECTOR | NA | Control |
| STEIN, ROBERT, ALLEN | I | DIRECTOR | NA | Control |
| STEIN, ROBERT, ALLEN | I | DIRECTOR | NA | Control |
| WEINSTEIN, STEVEN, BARRY | I | DIRECTOR | NA | Control |
| WEINSTEIN, STEVEN, BARRY | I | DIRECTOR | NA | Control |
| WEINSTEIN, STEVEN, BARRY | I | DIRECTOR | NA | Control |
| WEINSTEIN, STEVEN, BARRY | I | DIRECTOR | NA | Control |
| WEINSTEIN, STEVEN, BARRY | I | DIRECTOR | NA | Control |
| WEINSTEIN, STEVEN, BARRY | I | DIRECTOR | NA | Control |
| WEINSTEIN, STEVEN, BARRY | I | DIRECTOR | NA | Control |
| WEINSTEIN, STEVEN, BARRY | I | DIRECTOR | NA | Control |
| WEINSTEIN, STEVEN, BARRY | I | DIRECTOR | NA | Control |
| WEINSTEIN, STEVEN, BARRY | I | DIRECTOR | NA | Control |
| WEINSTEIN, STEVEN, BARRY | I | DIRECTOR | NA | Control |
| WEINSTEIN, STEVEN, BARRY | I | DIRECTOR | NA | Control |
| WEINSTEIN, STEVEN, BARRY | I | DIRECTOR | NA | Control |
| WEINSTEIN, STEVEN, BARRY | I | DIRECTOR | NA | Control |
| WEINSTEIN, STEVEN, BARRY | I | DIRECTOR | NA | Control |
| WEINSTEIN, STEVEN, BARRY | I | DIRECTOR | NA | Control |
| WEINSTEIN, STEVEN, BARRY | I | DIRECTOR | NA | Control |
| WEINSTEIN, STEVEN, BARRY | I | DIRECTOR | NA | Control |
| WEINSTEIN, STEVEN, BARRY | I | DIRECTOR | NA | Control |
| WEINSTEIN, STEVEN, BARRY | I | DIRECTOR | NA | Control |
| WEINSTEIN, STEVEN, BARRY | I | DIRECTOR | NA | Control |
| WEINSTEIN, STEVEN, BARRY | I | DIRECTOR | NA | Control |
| WEINSTEIN, STEVEN, BARRY | I | DIRECTOR | NA | Control |
| WEINSTEIN, STEVEN, BARRY | I | DIRECTOR | NA | Control |
| WEINSTEIN, STEVEN, BARRY | I | DIRECTOR | NA | Control |
| WEINSTEIN, STEVEN, BARRY | I | DIRECTOR | NA | Control |
| WEINSTEIN, STEVEN, BARRY | I | DIRECTOR | NA | Control |
| WEINSTEIN, STEVEN, BARRY | I | DIRECTOR | NA | Control |
| CARUTHERS, CAROL | I | PRESIDENT & CEO | E | Control |
| CARUTHERS, CAROL | I | PRESIDENT & CEO | E | Control |
| CASSIOPEIA HOLDINGS COMPANY | DE | SHAREHOLDER | E | Control |
| CASSIOPEIA HOLDINGS COMPANY | DE | SHAREHOLDER | E | Control |
| CASSIOPEIA HOLDINGS COMPANY | DE | SHAREHOLDER | E | Control |
| CASSIOPEIA HOLDINGS COMPANY | DE | SHAREHOLDER | E | Control |
| CASSIOPEIA HOLDINGS COMPANY | DE | SHAREHOLDER | E | Control |
| CASSIOPEIA HOLDINGS COMPANY | DE | SHAREHOLDER | E | Control |
| MCKINLEY, M., JULIE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | E | Control |
| MCKINLEY, MARY, JULIE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | E | Control |
| MCKINLEY, MARY, JULIE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | E | Control |
| MCKINLEY, MARY, JULIE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | E | Control |
| MCKINLEY, MARY, JULIE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | E | Control |
| MCKINLEY, MARY, JULIE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | E | Control |
| MCKINLEY, MARY, JULIE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | E | Control |
| MCKINLEY, MARY, JULIE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | E | Control |
| MCKINLEY, MARY, JULIE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | E | Control |
| MCKINLEY, MARY, JULIE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | E | Control |
| MCKINLEY, MARY, JULIE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | E | Control |
| MCKINLEY, MARY, JULIE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | E | Control |
| MCKINLEY, MARY, JULIE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | E | Control |
| MCKINLEY, MARY, JULIE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | E | Control |
| CARUTHERS, CAROL | I | PRESIDENT & CEO | D | Control |
| CARUTHERS, CAROL | I | PRESIDENT & CEO | D | Control |
| CARUTHERS, CAROL | I | PRESIDENT & CEO | D | Control |
| MCKINLEY, M., JULIE | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | D | Control |
| MCKINLEY, M., JULIE | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | D | Control |
| MCKINLEY, M., JULIE | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | D | Control |
| MCKINLEY, M., JULIE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | D | Control |
| MCKINLEY, M., JULIE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | D | Control |
| MCKINLEY, M., JULIE | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | D | Control |
| MCKINLEY, M., JULIE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | D | Control |
| MCKINLEY, M., JULIE | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | D | Control |
| MCKINLEY, M., JULIE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | D | Control |
| MCKINLEY, M., JULIE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | D | Control |
| MCKINLEY, MARY, JULIE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | D | Control |
| SWANSON, MARC, EDWARD | I | SENIOR VICE PRESIDENT & CHIEF OPERATING OFFICER | C | Control |
| CASSIOPEIA HOLDINGS COMPANY | DE | SHAREHOLDER | B | |
| GIEFER, MICHAEL, JOSEPH | I | VICE PRESIDENT, SECRETARY & ASS'T TREAS | B | Control |
| GIEFER, MICHAEL, JOSEPH | I | VICE PRESIDENT, SECRETARY & ASS'T TREAS | B | Control |
| GIEFER, MICHAEL, JOSEPH | I | VICE PRESIDENT, SECRETARY & ASS'T TREAS | B | Control |
| LIND, ERIC, ROGER | I | CHIEF INVESTMENT OFFICER | B | Control |
| LIND, ERIC, ROGER | I | CHIEF INVESTMENT OFFICER | B | Control |
| LIND, ERIC, ROGER | I | CHIEF INVESTMENT OFFICER | B | Control |
| LIND, ERIC, ROGER | I | CHIEF INVESTMENT OFFICER | B | Control |
| LIND, ERIC, ROGER | I | CHIEF INVESTMENT OFFICER | B | Control |
| LIND, ERIC, ROGER | I | CHIEF INVESTMENT OFFICER | B | Control |
| LIND, ERIC, ROGER | I | CHIEF INVESTMENT OFFICER | B | Control |
| LIND, ERIC, ROGER | I | CHIEF INVESTMENT OFFICER | B | Control |
| LIND, ERIC, ROGER | I | CHIEF INVESTMENT OFFICER | B | Control |
| LIND, ERIC, ROGER | I | CHIEF INVESTMENT OFFICER | B | Control |
| LINEBERRY, DOUGLAS, JAY | I | CHIEF TRUST OFFICER | B | Control |
| LINEBERRY, DOUGLAS, JAY | I | CHIEF TRUST OFFICER | B | Control |
| LINEBERRY, DOUGLAS, JAY | I | CHIEF TRUST OFFICER | B | Control |
| LINEBERRY, DOUGLAS, JAY | I | CHIEF TRUST OFFICER | B | Control |
| MARTIN, REBECCA, G | I | VP OF ADMINISTRATION AND SECRETARY | B | Control |
| MARTIN, REBECCA, G | I | VP OF ADMINISTRATION AND SECRETARY | B | Control |
| MARTIN, REBECCA, G | I | VP OF ADMINISTRATION AND SECRETARY | B | Control |
| MARTIN, REBECCA, G | I | VP OF ADMINISTRATION AND SECRETARY | B | Control |
| MARTIN, REBECCA, G | I | VP OF ADMINISTRATION AND SECRETARY | B | Control |
| ORR, NANCY, CHAPMAN | I | CHIEF INVESTMENT OFFICER | B | Control |
| ORR, NANCY, CHAPMAN | I | CHIEF INVESTMENT OFFICER | B | Control |
| ORR, NANCY, CHAPMAN | I | CHIEF INVESTMENT OFFICER | B | Control |
| ORR, NANCY, CHAPMAN | I | CHIEF INVESTMENT OFFICER | B | Control |
| ORR, NANCY, CHAPMAN | I | CHIEF INVESTMENT OFFICER | B | Control |
| ORR, NANCY, CHAPMAN | I | CHIEF INVESTMENT OFFICER | B | Control |
| ORR, NANCY, CHAPMAN | I | CHIEF INVESTMENT OFFICER | B | Control |
| ORR, NANCY, CHAPMAN | I | CHIEF INVESTMENT OFFICER | B | Control |
| SWANSON, MARC, EDWARD | I | SENIOR VICE PRESIDENT & CHIEF OPERATING OFFICER | B | |
| SWANSON, MARC, EDWARD | I | SENIOR VICE PRESIDENT & CHIEF OPERATING OFFICER | B | |
| SWANSON, MARC, EDWARD | I | CHIEF OPERATING OFFICER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FIDUCIARY SERVICES COMPANY, LLC | DE | TIES THAT BIND PURPOSE TRUST | F | Control |
| FIDUCIARY SERVICES COMPANY, LLC | DE | TIES THAT BIND PURPOSE TRUST | F | Control |
| FIDUCIARY SERVICES COMPANY, LLC | DE | TIES THAT BIND PURPOSE TRUST | F | Control |
| FIDUCIARY SERVICES COMPANY, LLC | DE | TIES THAT BIND PURPOSE TRUST | F | Control |
| TIES THAT BIND PURPOSE TRUST | DE | CASSIOPEIA HOLDINGS COMPANY | E | Control |
| TIES THAT BIND PURPOSE TRUST | DE | CASSIOPEIA HOLDINGS COMPANY | E | Control |
| TIES THAT BIND PURPOSE TRUST | DE | CASSIOPEIA HOLDINGS COMPANY | E | Control |
| TIES THAT BIND PURPOSE TRUST | DE | CASSIOPEIA HOLDINGS COMPANY | E | Control |
Registrations
Federal
IA
Sep 22, 2025 REGISTERED
Notice Filings (17)
CA FL IL MA MD MI MN MT NC NH NV NY OR PA SC TX WA
Address
30 EAST 7TH STREET, SUITE 2000ST PAUL, MN 55101-4930
United States
Phone: 651-228-0935