0001775321-24-000001.txt : 20240201 0001775321-24-000001.hdr.sgml : 20240201 20240201081242 ACCESSION NUMBER: 0001775321-24-000001 CONFORMED SUBMISSION TYPE: MA-A PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240126 DATE AS OF CHANGE: 20240201 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Bremer Bank National Association CENTRAL INDEX KEY: 0001775321 ORGANIZATION NAME: IRS NUMBER: 410224890 STATE OF INCORPORATION: MN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-A SEC ACT: 1934 Act SEC FILE NUMBER: 867-02484 FILM NUMBER: 24585116 BUSINESS ADDRESS: STREET 1: 372 ST PETER STREET CITY: ST PAUL STATE: MN ZIP: 55102 BUSINESS PHONE: 651-312-3555 MAIL ADDRESS: STREET 1: 372 ST PETER STREET CITY: ST PAUL STATE: MN ZIP: 55102 MA-A 1 primary_doc.xml MA-A 0001775321 XXXXXXXX Joshua Howard 612-812-0733 jmhoward@bremer.com wahoug@bremer.com jfreels@bremer.com 12-31-2023 N Bremer Bank National Association 41-0224890 867-02484 COMPTROLLER OF THE CURRENCY 372 ST PETER STREET, SUITE 500 ST PAUL MN 55102 651-312-3555 Add 225 SOUTH SIXTH STREET, SUITE 4750 MINNEAPOLIS MN 55402 612-782-2876 612-782-1999 N www.bremer.com Julie NMN Freels

225 S. 6th Street Suite 4700 Minneapolis MN 55402

612-782-2886 jfreels@bremer.com Joshua Michael Howard

225 SOUTH SIXTH STREET, SUITE 4750 MINNEAPOLIS MN 55402

612-782-2876 jmhoward@bremer.com NATIONAL BANKING ASSOCIATION December MN 03-01-1997 N 1625 2 0 0 0 2 Municipal Entities 0 0 0 Not Applicable Other ASSET MANAGEMENT FEES Not Applicable Advice Investment Of Proceeds MS Advice ME Investments Advice ME Other Investments Y Y Y N 0 N N N N N N Y Y Y N N N N N Add BREMER FINANCIAL CORPORATION FEDERAL RESERVE BOARD N/A 02-24-2015 100% SHAREHOLDER 380 ST. PETER STREET, SUITE 500 ST. PAUL MN 55101 800-908-2265 Bremer Bank, a National Banking Association (Bremer Bank), is organized under the United States federal laws as it is a national banking association. Its chartering date with the Comptroller of Currency is March 1, 1997. Bremer Trust, a National Banking Association (Bremer Trust), was, and Bremer Bank, is, a wholly owned subsidiary of Bremer Financial Corporation, a Minnesota corporation (BFC). Bremer Trust became registered as a Municipal Advisor on February 24, 2015. On December 31, 2018, Bremer Trust merged with and into Bremer Bank (the Merger). The purpose of this Merger was a corporate reorganization to streamline operations and management for BFC and its affiliated subsidiaries. As a result of the Merger, Bremer Bank assumed all the assets and liabilities of Bremer Trust, all fiduciary responsibilities of Bremer Trust transferred to Bremer Bank by operation of law, and there were no changes to structure, locations, business or other matters. Upon Bremer Bank succeeding Bremer Trust, Bremer Bank continued the same Municipal Advisor activities. Therefore, this Form MA filing is being made in order to transfer the Municipal Advisor registration from Bremer Trust to Bremer Bank within an application by successor in connection with the Merger. At this time, only one Bremer Bank employee conducts Municipal Advisor activities and the one Application for Municipal Advisor Registration for Natural Persons was filed on Friday, September 6, 2019. N N N N N N N N N N N N N N N N N N N N N N N N N N BREMER FINANCIAL CORPORATION N 41-0715583 SHAREHOLDER 03-01-1997 E Y JEANNE HEILMAN CRAIN CHIEF EXECUTIVE OFFICER 11-11-2016 NA Y 000000000 MITCHELL JAMES BLESKE CHIEF OPERATING OFFICER 05-01-2021 NA Y 000000000 JOHN J SIKORA CHIEF FINANCIAL OFFICER 05-01-2021 NA N 000000000 BREMER FINANCIAL CORPORATION N 41-0715583 SHAREHOLDER 03-01-1997 E Y JEANNE HEILMAN CRAIN CHIEF EXECUTIVE OFFICER 11-11-2016 NA Y 000000000 MITCHELL JAMES BLESKE CHIEF OPERATING OFFICER 05-01-2021 NA Y 000000000 JOHN J SIKORA CHIEF FINANCIAL OFFICER 05-01-2021 NA N 000000000 Joshua Howard Joshua Howard CIO 01-26-2024 N N N N N N N Y N N N N N N N N Y N N N N