Aal Bank And Trust, Fsb (Appleton)

Name: Aal Bank And Trust, Fsb
Address: 2000 E Milestone Drive, Appleton, WI, 54913
Telephone: 877-225-8345

Aal Bank And Trust, Fsb is a large advisory firm based in Appleton. It manages $158.12 million of regulatory assets for 586 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and New York.

Aal Bank And Trust, Fsb provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 499 clients. On top of advisory services, the firm doesn't engage in other business activities.

Aal Bank And Trust, Fsb: assets under management

The assets under management (AUM) of Aal Bank And Trust, Fsb is $158.12 million. The firm's AUM has grown by 82% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $121.72 million in discretionary accounts and $36.39 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $280.47 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $239.42 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aal Bank And Trust, Fsb for their services and products based on a percentage of assets under management and fixed fees. 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 Aal Bank And Trust, Fsb

James Herman Abitz has been acting as President since 1 Jul 1999. Norman M Jones joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Robert Houston	Treasurer	1 May 1998	Other	4365365
Richard Robert Jodarski	President & ceo, director	1 May 1998	Other	815323
Darwin Lee Hintz	Senior vice president - trust, compliance officer, secretary & bank secrecy officer	1 May 1998	Other	1803384
Woodrow Eugene Eno	Director	1 May 1998	Other	1038576
James Warren Hanson	Director	1 May 1998	Other	4365400
Brian Frederick Kreger	Director	1 May 1998	Other	4365403
Inc. Aal Holdings	Shareholder	1 May 1998	75% - 100%	39-1559396
Randall Erwin Kreuscher	Director	1 May 1999	Other	1991370
James Herman Abitz	Director	1 Jul 1999	Other	3070224
Alan Rutherford Blake	Vice president & managing trust officer	1 May 2001	Other	1107702
Kenneth J Sackmann	Vice president - lending	1 May 2001	Other	4404731
Gordon Harvey Gunnlaugsson	Director	1 Jun 2001	Other	4036877
Joseph William Peikert	Controller	1 Jun 2001	Other	4419597
Kristi Ann Matus	Director, executive vice president and chief operating officer	1 Jun 2001	Other	4419600
Norma Anne Brink	Director	1 Aug 2001	Other	4445173
Harold Lee Hermansen	Senior vice president - lending	1 Dec 2001	Other	4483696
Rodney Don Larson	Chief financial officer	1 Jan 2002	Other	4358160
Bruce Jay Nicholson	Director	1 Jan 2002	Other	2200207
Merlin Eugene Dewing	Director	1 Jan 2002	Other	2593907
Rolf Foss Bjelland	Director	1 Jan 2002	Other	1475391
Joel Daniel Sherwood	Chief lending officer - minnesota	1 Jan 2002	Other	2758008
Robert Samuel Dunbar	Director	1 Jan 2002	Other	1073428
Norman M Jones	Director	1 Mar 2002	Other	1507158

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Aid Association For Lutherans	Shareholder	1 May 1998	75% - 100%	39-0123480
Thrivent Financial For Lutherans	Shareholder	1 May 1998	75% - 100%	39-0123480

Based in Appleton

The principal office where Aal Bank And Trust, Fsb performs its advisory services is located at 2000 E Milestone Drive, Appleton, WI 54913 The mailing address of the firm is P.O. Box 2817, Appleton, WI 54912 2817. An additional office of the firm is in Minneapolis, MN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 877-225-8345 or by fax 877-225-8346. The normal business hours are 8:00 a.m to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at aalbankandtrust.com.