ALERUS INVESTMENT ADVISORS CORPORATION
CRD #145129 SEC #801-68381 MINNETONKA, MN 651-746-6000
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
6
Clients
0
Accounts
3
Firm Details
- Organization Type
- Corporation
- State of Formation
- Iowa
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 27, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOLLINGBERG, KARL, AUSTIN | I | DIRECTOR | NA | |
| BOLLINGBERG, KARL, AUSTIN | I | DIRECTOR | NA | |
| BOLLINGBERG, KARL, AUSTIN | I | DIRECTOR | NA | |
| BOLLINGBERG, KARL, AUSTIN | I | DIRECTOR | NA | |
| BOLLINGBERG, KARL, AUSTIN | I | DIRECTOR | NA | |
| BOLLINGBERG, KARL, AUSTIN | I | DIRECTOR | NA | |
| BOLLINGBERG, KARL, AUSTIN | I | DIRECTOR | NA | |
| BOLLINGBERG, KARL, AUSTIN | I | DIRECTOR | NA | |
| BOLLINGBERG, KARL, AUSTIN | I | DIRECTOR | NA | |
| BOLLINGBERG, KARL, AUSTIN | I | DIRECTOR | NA | |
| BOLLINGBERG, KARL, AUSTIN | I | DIRECTOR | NA | |
| BOLLINGBERG, KARL, AUSTIN | I | DIRECTOR | NA | |
| BOLLINGBERG, KARL, AUSTIN | I | DIRECTOR | NA | |
| BOLLINGBERG, KARL, AUSTIN | I | DIRECTOR | NA | |
| BOLLINGBERG, KARL, AUSTIN | I | DIRECTOR | NA | |
| CARLSON, ERIC, ANTHONY | I | CFO | NA | |
| CARLSON, ERIC, ANTHONY | I | CFO | NA | |
| CARLSON, ERIC, ANTHONY | I | CFO | NA | |
| CARLSON, ERIC, ANTHONY | I | CFO | NA | |
| CARLSON, ERIC, ANTHONY | I | CFO | NA | |
| CARLSON, ERIC, ANTHONY | I | CFO | NA | |
| CARLSON, ERIC, ANTHONY | I | CFO | NA | |
| CARLSON, ERIC, ANTHONY | I | CFO | NA | |
| CARLSON, ERIC, ANTHONY | I | CFO | NA | |
| CARLSON, ERIC, ANTHONY | I | CFO | NA | |
| CARLSON, ERIC, ANTHONY | I | CFO | NA | |
| CARLSON, ERIC, ANTHONY | I | CFO | NA | |
| CARLSON, ERIC, ANTHONY | I | CFO | NA | |
| CARLSON, ERIC, ANTHONY | I | CFO | NA | |
| CARLSON, ERIC, ANTHONY | I | CFO | NA | |
| COMPTON, KRIS, ELLEN | I | DIRECTOR | NA | |
| COMPTON, KRIS, ELLEN | I | DIRECTOR | NA | |
| COMPTON, KRIS, ELLEN | I | DIRECTOR | NA | |
| COMPTON, KRIS, ELLEN | I | DIRECTOR | NA | |
| COMPTON, KRIS, ELLEN | I | DIRECTOR | NA | |
| COMPTON, KRIS, ELLEN | I | DIRECTOR | NA | |
| COMPTON, KRIS, ELLEN | I | DIRECTOR | NA | |
| COMPTON, KRIS, ELLEN | I | DIRECTOR | NA | |
| COMPTON, KRIS, ELLEN | I | DIRECTOR | NA | |
| COMPTON, KRIS, ELLEN | I | DIRECTOR | NA | |
| COMPTON, KRIS, ELLEN | I | DIRECTOR | NA | |
| COMPTON, KRIS, ELLEN | I | DIRECTOR | NA | |
| COMPTON, KRIS, ELLEN | I | DIRECTOR | NA | |
| COMPTON, KRIS, ELLEN | I | DIRECTOR | NA | |
| COMPTON, KRIS, ELLEN | I | DIRECTOR | NA | |
| FLESCH, JOHN, GERARD | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | |
| FLESCH, JOHN, GERARD | I | DIRECTOR | NA | |
| FLESCH, JOHN, GERARD | I | DIRECTOR | NA | |
| FLESCH, JOHN, GERARD | I | DIRECTOR | NA | |
| FLESCH, JOHN, GERARD | I | DIRECTOR | NA | |
| FLESCH, JOHN, GERARD | I | DIRECTOR | NA | |
| FLESCH, JOHN, GERARD | I | DIRECTOR | NA | |
| FLESCH, JOHN, GERARD | I | DIRECTOR | NA | |
| FLESCH, JOHN, GERARD | I | DIRECTOR | NA | |
| FLESCH, JOHN, GERARD | I | DIRECTOR | NA | |
| FLESCH, JOHN, GERARD | I | DIRECTOR | NA | |
| FLESCH, JOHN, GERARD | I | DIRECTOR | NA | |
| FLESCH, JOHN, GERARD | I | DIRECTOR | NA | |
| FLESCH, JOHN, GERARD | I | DIRECTOR | NA | |
| FLESCH, JOHN, GERARD | I | DIRECTOR | NA | |
| GRIMM, BRYAN, DAVID | I | CCO | NA | |
| GRIMM, BRYAN, DAVID | I | CCO | NA | |
| GRIMM, BRYAN, DAVID | I | CCO | NA | |
| GRIMM, BRYAN, DAVID | I | CCO | NA | |
| GRIMM, BRYAN, DAVID | I | CCO | NA | |
| NEWMAN, RANDY, LOUIS | I | CHAIRMAN/DIRECTOR | NA | |
| NEWMAN, RANDY, LOUIS | I | CHAIRMAN/DIRECTOR | NA | |
| NEWMAN, RANDY, LOUIS | I | CHAIRMAN/DIRECTOR | NA | |
| NEWMAN, RANDY, LOUIS | I | CHAIRMAN/DIRECTOR | NA | |
| NEWMAN, RANDY, LOUIS | I | CHAIRMAN/DIRECTOR | NA | |
| NEWMAN, RANDY, LOUIS | I | CHAIRMAN/DIRECTOR | NA | |
| NEWMAN, RANDY, LOUIS | I | CHAIRMAN/DIRECTOR | NA | |
| NEWMAN, RANDY, LOUIS | I | CHAIRMAN/DIRECTOR | NA | |
| NEWMAN, RANDY, LOUIS | I | CHAIRMAN/DIRECTOR | NA | |
| NEWMAN, RANDY, LOUIS | I | CHAIRMAN/DIRECTOR | NA | |
| NEWMAN, RANDY, LOUIS | I | CHAIRMAN/DIRECTOR | NA | |
| NEWMAN, RANDY, LOUIS | I | CHAIRMAN/DIRECTOR | NA | |
| NEWMAN, RANDY, LOUIS | I | CHAIRMAN/DIRECTOR | NA | |
| NEWMAN, RANDY, LOUIS | I | CHAIRMAN/DIRECTOR | NA | |
| NEWMAN, RANDY, LOUIS | I | CHAIRMAN/DIRECTOR | NA | |
| SWAMI, SUNIL, N | I | PRESIDENT / CIO | NA | |
| SWAMI, SUNIL, N | I | PRESIDENT, CIO, CCO | NA | |
| SWAMI, SUNIL, N | I | PRESIDENT, CIO, CCO | NA | |
| SWAMI, SUNIL, N | I | PRESIDENT / CIO | NA | |
| SWAMI, SUNIL, N | I | PRESIDENT, CIO, CCO | NA | |
| SWAMI, SUNIL, N | I | PRESIDENT, CIO, CCO | NA | |
| SWAMI, SUNIL, N | I | CHIEF COMPLIANCE OFFICER / PRESIDENT / CIO | NA | |
| SWAMI, SUNIL, N | I | PRESIDENT / CIO | NA | |
| SWAMI, SUNIL, N | I | PRESIDENT / CIO | NA | |
| SWAMI, SUNIL, N | I | CHIEF COMPLIANCE OFFICER / PRESIDENT / CIO | NA | |
| SWAMI, SUNIL, N | I | CHIEF COMPLIANCE OFFICER / PRESIDENT / CIO | NA | |
| SWAMI, SUNIL, N | I | CHIEF COMPLIANCE OFFICER / PRESIDENT / CIO | NA | |
| SWAMI, SUNIL, N | I | PRESIDENT / CIO | NA | |
| SWAMI, SUNIL, N | I | CHIEF COMPLIANCE OFFICER / PRESIDENT / CIO | NA | |
| ALERUS FINANCIAL, N.A. | DE | SHAREHOLDER | E | Control |
| ALERUS FINANCIAL, N.A. | DE | SHAREHOLDER | E | Control |
| ALERUS FINANCIAL, N.A. | DE | SHAREHOLDER | E | Control |
| ALERUS FINANCIAL, N.A. | DE | SHAREHOLDER | E | Control |
| ALERUS FINANCIAL, N.A. | DE | SHAREHOLDER | E | Control |
| ALERUS FINANCIAL, N.A. | DE | SHAREHOLDER | E | Control |
| ALERUS FINANCIAL, N.A. | DE | SHAREHOLDER | E | Control |
| ALERUS FINANCIAL, N.A. | DE | SHAREHOLDER | E | Control |
| ALERUS FINANCIAL, N.A. | DE | SHAREHOLDER | E | Control |
| ALERUS FINANCIAL, N.A. | DE | SHAREHOLDER | E | Control |
| ALERUS FINANCIAL, N.A. | DE | SHAREHOLDER | E | Control |
| ALERUS FINANCIAL, N.A. | DE | SHAREHOLDER | E | Control |
| ALERUS FINANCIAL, N.A. | DE | SHAREHOLDER | E | Control |
| ALERUS FINANCIAL, N.A. | DE | SHAREHOLDER | E | Control |
| ALERUS FINANCIAL, N.A. | DE | SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ALERUS FINANCIAL CORPORATION | DE | ALERUS FINANCIAL, N.A. | E | Control |
| ALERUS FINANCIAL CORPORATION | DE | ALERUS FINANCIAL, N.A. | E | Control |
| ALERUS FINANCIAL CORPORATION | DE | ALERUS FINANCIAL, N.A. | E | Control |
| ALERUS FINANCIAL CORPORATION | DE | ALERUS FINANCIAL, N.A. | E | Control |
| ALERUS FINANCIAL CORPORATION | DE | ALERUS FINANCIAL, N.A. | E | Control |
| ALERUS FINANCIAL CORPORATION | DE | ALERUS FINANCIAL, N.A. | E | Control |
| ALERUS FINANCIAL CORPORATION | DE | ALERUS FINANCIAL, N.A. | E | Control |
| ALERUS FINANCIAL CORPORATION | DE | ALERUS FINANCIAL, N.A. | E | Control |
| ALERUS FINANCIAL CORPORATION | DE | ALERUS FINANCIAL, N.A. | E | Control |
| ALERUS FINANCIAL CORPORATION | DE | ALERUS FINANCIAL, N.A. | E | Control |
| ALERUS FINANCIAL CORPORATION | DE | ALERUS FINANCIAL, N.A. | E | Control |
| ALERUS FINANCIAL CORPORATION | DE | ALERUS FINANCIAL, N.A. | E | Control |
| ALERUS FINANCIAL CORPORATION | DE | ALERUS FINANCIAL, N.A. | E | Control |
| ALERUS FINANCIAL CORPORATION | DE | ALERUS FINANCIAL, N.A. | E | Control |
| ALERUS FINANCIAL CORPORATION | DE | ALERUS FINANCIAL, N.A. | E | Control |
Registrations
Federal
IA
Apr 27, 2012 REGISTERED
Notice Filings (7)
IA MI MN MT ND TX WI
Address
10900 WAYZATA BLVD. SUITE 120MINNETONKA, MN 55305
United States
Phone: 651-746-6000