Bremer Trust National Association (St. Paul)

Name: Bremer Trust National Association
Address: 445 Minnesota St, St. Paul, MN, 55101
Telephone: 651-312-3668

Bremer Trust National Association is an adviser based in St. Paul. It manages $153.44 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.

Bremer Trust National Association provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bremer Trust National Association: assets under management

The assets under management (AUM) of Bremer Trust National Association is $153.44 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $153.44 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $76.72 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bremer Trust National Association for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bremer Trust National Association

Sandra Schimek has served as the Chief Investment Officer since 1 Apr 1999 and Kenneth Paul Nelson is the Chief Executive Officer of Bremer Trust National Association family office. Timothy Michael Murphy joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gregory B. Cattoor	Director of bank	1 Jun 1985	Other	4475813
Charles J. Hey	Director of bank	1 Jan 1986	Other	4475817
James J. Kastanek	Director of bank	1 Aug 1988	Other	4475829
Timothy A. Hunt	Director of bank	1 Jun 1993	Other	4475821
Kenneth Paul Nelson	Director of bank	1 Dec 1993	Other	1515641
Richard Allen Dinello	Chief operations officer	1 Jan 1998	Other	2249755
Sandra Schimek	Chief investment officer	1 Apr 1999	Other	2275889
Kenneth Paul Nelson	Chief executive officer	1 Jan 2001	Other	1515641
Grenville W. Blackall	Director of bank	1 Feb 2001	Other	4475801
Patrick Michael Farley	Director of bank	1 Jun 2001	Other	204516
Bremer Trust National Association	Bank of which sid is part of	1 Aug 2001	75% - 100%	115029
Catherine T. Kelly	Chief executive officer	1 Dec 2002	Other	4649384
Joel William Reimers	Chief investment officer	1 Dec 2003	Other	1629406
Timothy Michael Murphy	Chief compliance officer	1 Oct 2004	Other	4921313

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Bremer Financial Corporation	Shareholder	1 Sep 1986	75% - 100%	41-0715583

Based in St. Paul

The principal office where Bremer Trust National Association performs its advisory services is located at 445 Minnesota St, St. Paul, MN 55101, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 651-312-3668 or by fax 651-312-3650. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.bremer.com.