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Kari V
ChFC®, Series 66
Grand Forks, ND
OSAIC Institutions, INC.
Kari Vien is a financial advisor with OSAIC Institutions, Inc., holding the ChFC® designation and Series 66 license, with four years of industry experience. She has worked at Alerus Financial, NA since 2009, focusing on client bank deposits, consumer loans, and mutual fund investment accounts managed under Alerus trust powers. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a diverse range of service and distribution models.
Holland S
Series 66
Grand Forks, ND
OSAIC Institutions, INC.
Holland Slick is a financial advisor with OSAIC Institutions, Inc. based in Grand Forks, ND. He holds the Series 66 designation and has seven years of industry experience. His prior roles include positions at Infinex Investments, Inc. and Alerus Securities Corporation, alongside ongoing work with Alerus Financial. He is also involved in wealth management activities at Alerus, working with client investment accounts managed under trust powers. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a significant non-discretionary asset base and various third-party manager arrangements.
Dexter A
Series 66
Grand Forks, ND
OSAIC Institutions, INC.
Dexter Albrecht is a financial advisor with OSAIC Institutions, INC. based in Grand Forks, ND, holding a Series 66 designation and 11 years of industry experience. He has worked at Alerus and Infinex Investments since 2019, with prior experience at Thrivent Financial and Thrivent Investment Management Inc. from 2015 to 2019. Albrecht serves on the finance board of Calvary Lutheran Church and is a board member of the University of North Dakota Booster Board. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that combines discretionary and non-discretionary account management.
Anna L
Series 66
Grand Forks, ND
OSAIC Institutions, INC.
Anna Larson is a financial advisor with OSAIC Institutions, Inc. based in Grand Forks, ND, holding a Series 66 designation and eight years of industry experience. She has previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of her advisory role, Larson is a vocalist in a paid cover band. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, alternative investments, and lending solutions through a hybrid adviser/broker-dealer structure.
Anthony M
Series 63, Series 66
Grand Forks, ND
OSAIC Institutions, INC.
Anthony Meyer is a financial advisor at OSAIC Institutions, Inc. with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Infinex Investments and Northwestern Mutual. He is also employed as a financial advisor at Alerus, where he receives incentive compensation tied to trust-related activities. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary account options.
Erik F
Series 66
Grand Forks, ND
OSAIC Institutions, INC.
Erik Fabian is a financial advisor with OSAIC Institutions, INC. holding a Series 66 designation and five years of industry experience. He has worked at Infinex Investments, Inc. since 2021 and has been with Alerus Financial since 2017. Outside of his advisory role, Fabian contributes as a sports analyst for Midcontinent Communications and coaches youth hockey with the North Dakota Amateur Hockey Association. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of representatives. The firm offers customized advisory services and employs a hybrid adviser/broker-dealer model with access to alternative investments and lending solutions.
Christopher M
Series 66
Grand Forks, ND
OSAIC Institutions, INC.
Christopher Moen is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and four years of industry experience. He has worked at Infinex Investments, Inc. since 2021 and has been affiliated with Alerus Financial since 2015, where he serves as the Northern Valley Lead Financial Guide, leading a team of financial guides and working directly with clients under trust powers. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory and consulting services, ERISA plan services, wrap programs, and access to alternative investments, operating through a hybrid adviser/broker-dealer model with a distinctive service and distribution approach.
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