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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.