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Bryan David Grimm

Captrust

Minneapolis, MN

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-08-14
  • MN RA
    APPROVED
    Since 2025-08-14

Branch Locations

333 S 7Th Street #2900, Minneapolis, MN 55402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Alerus Investment Advisors Minnetonka MN 08/2008 07/2025
Capfinancial Partners, Llc. (Captrust) Raleigh NC 07/2025 Present
  • 08/2008 → 07/2025
    Alerus Investment Advisors
    Minnetonka, MN
  • 07/2025 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
Previous Registrations
  • 2009-03-09 → 2014-10-28
    Alerus Investment Advisors Corporation
    Minnetonka, MN
  • 2002-02-01 → 2003-01-17
    Charles Schwab & Co., Inc.
    Billings, MT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-01-03
S63 Uniform Securities Agent State Law Examination 1998-06-18
  • S66 Uniform Combined State Law Examination
    2002-01-03
  • S63 Uniform Securities Agent State Law Examination
    1998-06-18
Designations

View on SEC IAPD

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