Trevor Mathew

Wealth Advisor at Alerus Financial Corp

As a senior financial guide, Trevor Mathew delivers comprehensive financial advice to meet clients’ complex and unique long-term objectives. He works closely with Alerus specialists to build the right team for the circumstance and ensure clients achieve and maintain financial wellness.

Trevor joined Alerus in November 2022, bringing more than 12 years of financial services experience, specializing in providing personalized financial solutions to help clients achieve their financial goals. He holds Series 7 and Series 66 securities registrations and is licensed for life and health insurance. Trevor holds a bachelor’s degree in sociology from North Dakota State University and is a graduate of the Dakota School of Banking.

An active member of his community, Trevor contributes his time and talent to many organizations. He serves as chair of the Fargo Moorhead West Fargo Chamber of Commerce Professionals of Color committee, chapter president for Business Network International, and is a member of Rotary International. He also serves on the board of directors for Hope Blooms and the Fargo Theatre.

Location

Fargo, United States

Links


Org chart

No direct reports

Teams


Offices

This person is not in any offices


Alerus Financial Corp

Alerus Financial Corporation is a diversified financial services company. Through its subsidiary, Alerus Financial, National Association, the Company provides financial solutions to businesses and consumers. It operates through four segments: Banking, Retirement and Benefit Services, Wealth Management and Mortgage. The Banking division offers a line of loan, deposit, cash management, and treasury services. Retirement and Benefit Services provides recordkeeping and administration services to retirement plans; employee stock ownership plan (ESOP) trustee, recordkeeping, and administration, and investment fiduciary services to retirement plans. The Wealth Management division provides advisory and planning services, investment management, and trust and fiduciary services to clients. The Mortgage division offers mortgage loans through a centralized mortgage unit in Minneapolis, Minnesota, as well as through the Banking office locations.


Industries

Employees

501-1,000

Links