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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. and holds the ChFC® designation and Series 66 license. She has four years of industry experience and has been with Alerus Financial, NA since 2009. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a broad range of advisory and brokerage services through customized engagements and access to alternative investments. The firm is notable for its extensive network of investment adviser representatives and a predominantly non-discretionary asset base.
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 experience includes roles at Infinex Investments, Inc. and Alerus Securities Corporation. He is also a Wealth Management Associate at Alerus, working with client investment accounts managed under trust powers. OSAIC Institutions serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm offers a range of advisory and brokerage services through customized engagements, financial planning, and access to alternative investments, with a notable emphasis on non-discretionary assets and integrated broker-dealer/adviser capabilities.
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 10 years of industry experience. He has worked at Alerus and Infinex Investments since 2019 and previously at Thrivent Financial and Thrivent Investment Management Inc. from 2015 to 2019. Outside of his advisory work, he serves on the finance board of Calvary Lutheran Church and is a member of the University of North Dakota Booster Board. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a large network of adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.
Anna L
Series 66
Grand Forks, ND
OSAIC Institutions, INC.
Anna Larson is a Series 66 licensed financial advisor at OSAIC Institutions, INC. with seven years of industry experience. She has worked at Infinex Investments, Alerus, and Thrivent Financial in various roles since 2015. Outside of her advisory work, she performs as a vocalist in a cover band. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services. The firm offers customized financial planning, ERISA plan services, access to alternative investments through the CAIS platform, and lending and cash-management options, primarily delivering advice through a network of investment adviser representatives.
Anthony M
Series 66, Series 63
Grand Forks, ND
OSAIC Institutions, INC.
Anthony Meyer is a financial advisor with OSAIC Institutions, Inc. He holds Series 66 and Series 63 licenses and has five years of industry experience. His work history includes roles at Infinex Investments, Northwestern Mutual, Aflac, and State Farm. Meyer is also employed as a financial advisor at Alerus. 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 with a hybrid adviser/broker-dealer structure and a model that delegates investment analysis to its investment adviser representatives.
Erik F
Series 66
Grand Forks, ND
OSAIC Institutions, INC.
Erik Fabian is a financial advisor with OSAIC Institutions, INC. He holds a Series 66 designation and has four years of industry experience. Erik has worked at Infinex Investments, Inc. since 2021 and Alerus Financial since 2017. Outside of finance, he serves as a sports analyst for Midcontinent Communications and coaches youth hockey with the North Dakota Amateur Hockey Association. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm employs a combination of fundamental and technical analysis and provides access to alternative investments and lending options, with a notable emphasis on non-discretionary assets.
Christopher M
Series 66
Grand Forks, ND
OSAIC Institutions, INC.
Christopher Moen is a financial advisor at OSAIC Institutions, INC. with four years of industry experience. He holds a Series 66 designation and has worked at Infinex Investments, Inc. since 2021 and Alerus Financial since 2015, where he serves as the Northern Valley Lead Financial Guide. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments and lending options. The firm provides advice primarily through a network of investment adviser representatives who employ various analytical methods and utilize third-party due diligence.
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