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Michael D

Series 63, Series 65

Minneapolis, MN

Colliers Securities LLC

Michael Dolan is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Colliers Securities since 1997. Outside of his advisory work, he serves as a committee member and Men's League Commissioner at the Town & Country Club in St. Paul, MN. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities by providing brokerage, custody, execution, and investment advisory services. The firm operates both non-discretionary fee-based advisory programs and discretionary wrap programs managed by unaffiliated sub-advisers, utilizing third-party platforms and client profiling tools to guide investment decisions.

Active portfolio management
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Nathan A

Series 63, Series 65

Watertown, SD

Colliers Securities LLC

Nathan Albertson is an advisor at Colliers Securities LLC with Series 63 and Series 65 credentials. He has one year of experience in the financial industry and a background that includes roles in education and landscaping businesses. Colliers Securities LLC serves individual and high-net-worth clients as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers both brokerage and advisory services, including discretionary wrap programs managed by third-party managers and non-discretionary accounts where clients retain trade authority.

Active portfolio management
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Seth K

Series 63, Series 65

Minneapolis, MN

Colliers Securities LLC

Seth Kahn is a financial advisor with Colliers Securities LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Northland Securities, Inc. for 24 years before joining Colliers Securities. Outside of his advisory role, Kahn is the managing manager of Wood River White Tail, LLC, which focuses on timber and real estate investments. Colliers Securities LLC serves individual and high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers both brokerage and advisory services through non-discretionary and discretionary programs, working with third-party managers for portfolio management and emphasizing municipal securities and underwriting activities.

Active portfolio management
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John D

CFA®, Series 63, Series 65

Minneapolis, MN

Colliers Securities LLC

John Drow is a CFA® charterholder with 40 years of industry experience. He has been with Colliers Securities LLC in Minneapolis, MN since 1997. Colliers Securities LLC serves individual and high-net-worth clients as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers brokerage, custody, and advisory services, including non-discretionary accounts and discretionary wrap programs managed by third-party portfolio managers.

Active portfolio management
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Barry O

CFA®, Series 63, Series 65

Stamford, CT

Colliers Securities LLC

Barry Oxford Jr. is a CFA® charterholder with 26 years of industry experience. He currently works at Colliers Securities LLC, where he has been since 2021, following a seven-year tenure at D.A. Davidson & Co. Colliers Securities LLC serves individual and high-net-worth clients as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers brokerage, custody, and advisory services through both non-discretionary and discretionary wrap programs, utilizing third-party managers for portfolio management and conducting due diligence and client profiling to select appropriate investments.

Active portfolio management
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Dennis M

Series 63, Series 66

Sioux Falls, SD

Colliers Securities LLC

Dennis Martin is a financial advisor with Colliers Securities LLC, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Colliers Securities since 2014. Outside of his advisory role, Martin serves as Treasurer of Sioux Falls West Camp for Gideons International, a non-profit religious organization. Colliers Securities LLC serves individual and high-net-worth clients as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm provides brokerage, custody, and advisory services through both non-discretionary and discretionary programs, with portfolio management performed by third-party managers and a notable focus on municipal securities and underwriting activities.

Active portfolio management
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Lucas W

Series 66

Minneapolis, MN

Colliers Securities LLC

Lucas Whelan is a financial advisor at Colliers Securities LLC with seven years of industry experience. He holds the Series 66 designation and has worked at Colliers Securities since 2022, following roles at CliftonLarsonAllen Wealth Advisors, Cargill, Inc., and Piper Jaffray & Co. Colliers Securities serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers brokerage, custody, and advisory services through both non-discretionary and discretionary programs, utilizing third-party managers for day-to-day portfolio management.

Active portfolio management
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Mark P

Series 63, Series 65

Minneapolis, MN

Colliers Securities LLC

Mark Peterson is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Colliers Securities since 1997. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities by providing brokerage, custody, execution, and investment advisory services. The firm offers both non-discretionary fee-based advisory and discretionary wrap programs, utilizing third-party advisory platforms and manager relationships to implement strategies.

Active portfolio management
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Kimberly B

Series 63, Series 65

Bismarck, ND

Colliers Securities LLC

Kimberly Beckman is a financial advisor with Colliers Securities LLC in Bismarck, ND, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Colliers Securities since 2004. Outside of her advisory role, she has a passive interest in a vitamins and supplements company. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities by providing brokerage, custody, execution, and investment advisory services. The firm offers both non-discretionary fee-based advisory and discretionary wrap programs, utilizing third-party advisory platforms and manager relationships to implement investment strategies.

Active portfolio management
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Gary J

Series 63, Series 65

Fargo, ND

Colliers Securities LLC

Gary Johnson is a financial advisor with Colliers Securities LLC in Fargo, ND, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Colliers Securities since 2009. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, providing brokerage, custody, execution, and investment advisory services. The firm offers both non-discretionary fee-based advisory and discretionary wrap programs, utilizing third-party advisory platforms and manager relationships to implement investment strategies.

Active portfolio management
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Kimberly J

Series 63, Series 66

Fargo, ND

Colliers Securities LLC

Kimberly Jerger is a financial advisor with Colliers Securities LLC in Fargo, ND, holding Series 63 and Series 66 licenses and with 30 years of industry experience. She has been with Colliers Securities since 2010. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, offering brokerage, custody, execution, and investment advisory services. The firm provides both non-discretionary fee-based advisory programs and discretionary wrap programs managed by third-party sub-advisers.

Active portfolio management
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Nancy L

Series 66

Watertown, SD

Colliers Securities LLC

Nancy Linneman is a financial advisor at Colliers Securities LLC with 19 years of industry experience. She holds a Series 66 designation and has been with Colliers Securities since 2010. Outside of her advisory role, she serves as a board member for the Watertown Community Foundation/Women & Giving, involved in grant dispensing. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities by providing brokerage, custody, execution, and investment advisory services. The firm offers both non-discretionary fee-based advisory and discretionary wrap programs, utilizing third-party advisory platforms and manager relationships to implement investment strategies.

Active portfolio management
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Thomas H

Series 63, Series 66

Sioux Falls, SD

Colliers Securities LLC

Thomas Hackl is a financial advisor with Colliers Securities LLC in Sioux Falls, SD, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Colliers Securities since 2013. Outside of his advisory role, Hackl volunteers occasionally with the Cosmopolitan Club, a nonprofit focused on diabetes research. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities by providing brokerage, custody, execution, and investment advisory services. The firm offers both non-discretionary fee-based advisory programs and discretionary wrap programs managed by third-party sub-advisers, utilizing platforms such as Envestnet and Dana.

Active portfolio management
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Mark J

Series 63, Series 65

Fargo, ND

Colliers Securities LLC

Mark Johnson is a financial advisor with Colliers Securities LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Colliers Securities since 2010. Outside of his advisory role, he is an owner and managing partner of a family farmland management partnership. Colliers Securities serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, offering brokerage, custody, execution, and investment advisory services through both non-discretionary and discretionary programs. The firm utilizes third-party advisory platforms and manager relationships to implement investment strategies and operates as both a registered broker-dealer and registered investment adviser.

Active portfolio management
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Nicholas H

Series 63, Series 65

Minneapolis, MN

Colliers Securities LLC

Nicholas Harrel is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities, LLC. Before entering finance, he worked at DICKS SPORTING GOODS for four years. Colliers Securities LLC serves individual and high-net-worth clients as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers brokerage, custody, and advisory services through both non-discretionary and discretionary account programs and is noted for its municipal securities underwriting and active involvement in managing client portfolios with third-party managers.

Active portfolio management
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Steven H

Series 63, Series 66

Minneapolis, MN

Colliers Securities LLC

Steven Huff is a financial advisor at Colliers Securities LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Colliers Securities twice, first from 2014 to 2016 and again since 2021, with a five-year tenure at Amazon in between. Colliers Securities LLC serves individual and high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers brokerage, custody, and advisory services through both non-discretionary and discretionary account programs, utilizing third-party portfolio managers for day-to-day management in discretionary wrap accounts.

Active portfolio management
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David N

Series 63, Series 65

Minneapolis, MN

Colliers Securities LLC

David Nye is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Colliers Securities since 2005. Colliers Securities LLC provides brokerage, custody, execution, and investment advisory services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers both non-discretionary fee-based advisory programs and discretionary wrap programs managed by third-party sub-advisers, utilizing client profiling and third-party tools to guide program selection and management.

Active portfolio management
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Thomas B

Series 63, Series 66

Watertown, SD

Colliers Securities LLC

Thomas Beadnell is a financial advisor with Colliers Securities LLC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at Colliers Securities since 2010, with prior roles at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. Beadnell serves as a board member of the Watertown Community Foundation, reviewing and voting on applications for community assistance. Colliers Securities LLC serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm provides brokerage, custody, and advisory services through both discretionary wrap programs managed by third-party firms and non-discretionary accounts where clients retain trade authority.

Active portfolio management
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Tobin M

Series 63, Series 66

Pierre, SD

Colliers Securities LLC

Tobin Morris is a financial advisor with Colliers Securities LLC in Pierre, SD, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Colliers Securities since 2011. Outside of his advisory work, Morris serves on the boards of Capital Area Counseling, a nonprofit focused on mental health and foster care, and the Boys & Girls Club of the Capital Area. Colliers Securities serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities by providing brokerage, custody, execution, and investment advisory services. The firm offers both non-discretionary fee-based advisory programs and discretionary wrap programs managed by unaffiliated sub-advisers, utilizing third-party platforms and manager relationships to implement investment strategies.

Active portfolio management
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Roger N

Series 63, Series 65, Series 66

Detroit Lakes, MN

Colliers Securities LLC

Roger Norris is a financial advisor with Colliers Securities LLC in Detroit Lakes, MN, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been with Colliers Securities since 2014. Outside of his advisory role, Norris is the author of a novel currently seeking a publisher, serves as a director of the Norris Innovation Center focused on preserving family legacy through digital archival work, and is developing a children’s investment education app. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities by providing brokerage, custody, execution, and investment advisory services. The firm offers both non-discretionary fee-based advisory through its Colliers Director program and discretionary wrap programs managed by third-party sub-advisers.

Active portfolio management
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Brian H

Series 66

Minneapolis, MN

Colliers Securities LLC

Brian Heijerman is a financial advisor at Colliers Securities LLC with 17 years of industry experience. He holds the Series 66 designation and has been with Colliers Securities since 2010. Outside of his advisory role, he serves as an elected official on the St Andrew Lutheran Church Council and advises on the church’s endowment funds. Colliers Securities LLC provides brokerage, custody, execution, and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers both non-discretionary fee-based advisory programs and discretionary wrap programs managed by unaffiliated sub-advisers, utilizing third-party platforms and manager relationships to implement investment strategies.

Active portfolio management
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Alan M

Series 66

Mitchell, SD

Colliers Securities LLC

Alan Miller is a financial advisor at Colliers Securities LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Colliers Securities since 2014. Colliers Securities LLC serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers both brokerage and advisory services, employing a combination of non-discretionary and discretionary accounts managed in partnership with third-party firms.

Active portfolio management
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Kevin R

Series 66

Chicago, IL

Colliers Securities LLC

Kevin Reilly is a financial advisor with Colliers Securities LLC in Chicago, IL, holding a Series 66 designation and 16 years of industry experience. He previously worked at Hilltop Securities Inc. for seven years before joining Colliers Securities in 2022. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, offering brokerage, custody, execution, and investment advisory services through both non-discretionary and discretionary programs. The firm combines broker-dealer and registered investment adviser functions and is affiliated with the broader Colliers group, providing a range of financial and insurance products.

Active portfolio management
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Bradley K

Series 63, Series 65

Minneapolis, MN

Colliers Securities LLC

Bradley Klitzke is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Colliers Securities since 2005. Outside of his advisory role, he is involved in farming in McLeod County, MN. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, offering brokerage, custody, execution, and investment advisory services. The firm operates both non-discretionary fee-based advisory programs and discretionary wrap programs managed by unaffiliated sub-advisers, utilizing third-party platforms and client profiling tools to support investment decisions.

Active portfolio management
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Jeffrey J

Series 63, Series 65

Minneapolis, MN

Colliers Securities LLC

Jeffrey Jacobson is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Colliers Securities since 2002. Jacobson serves as President of Colliers Insurance Agency and is a trustee on the NDSU Foundation Board of Trustees. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, offering brokerage, custody, execution, and investment advisory services through both non-discretionary fee-based and discretionary wrap programs. The firm operates as both a registered broker-dealer and investment adviser and is affiliated with the broader Colliers group, providing access to insurance products alongside advisory and brokerage services.

Active portfolio management
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Bryan J

Series 63, Series 66

Minneapolis, MN

Colliers Securities LLC

Bryan Johnson is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Colliers Securities since 2005. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, offering brokerage, custody, execution, and investment advisory services. The firm operates both non-discretionary fee-based advisory programs and discretionary wrap programs managed by unaffiliated sub-advisers, utilizing third-party platforms and client profiling tools to tailor investment solutions.

Active portfolio management
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Matthew F

Series 63, Series 65

Chaska, MN

Colliers Securities LLC

Matthew Fossen is a financial advisor at Colliers Securities LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Colliers Securities since 2005. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities by providing brokerage, custody, execution, and investment advisory services. The firm offers both non-discretionary fee-based advisory through its Colliers Director program and discretionary wrap programs managed by unaffiliated sub-advisers.

Active portfolio management
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