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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
ND RA APPROVED 2022-07-05
  • ND RA
    APPROVED
    Since 2022-07-05

Branch Locations

401 Demers Ave, Grand Forks, ND 58201 • 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 Financial, Na Grand Forks ND 10/2009 Present
  • 10/2009 → Present
    Alerus Financial, Na
    Grand Forks, ND
Other Businesses

I am a Financial Advisor with Alerus Financial, NA, a full service financial institution. I have been with Alerus since October 13, 2009 located at 401 Demers Avenue Grand Forks, ND. The number of hours I anticipate to devote to this activity per month are approximately 100 and approximately 80 hours during market hours. My primary duties include: maintaining and growing client bank deposits, consumer loans and mutual fund investment accounts managed under Alerus trust powers.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-29
  • S66 Uniform Combined State Law Examination
    2022-06-29
Designations
Other Names
  • Kari Bergstrom

View on SEC IAPD

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