Bremer Trust National Association (St. Paul)


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.

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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.