Watertown, SD Office
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Colliers Securities LLC
Team
Firm-wide stats for Colliers Securities LLC
About
Colliers Securities LLC serves individual and high‑net‑worth clients as well as trusts, estates, retirement plans, charitable organizations and business entities. The firm is registered as both a broker‑dealer and an SEC‑registered investment adviser and provides brokerage, custody and advisory services through non‑discretionary Colliers Director accounts and discretionary wrap programs administered with third‑party managers.
For discretionary wrap accounts, day‑to‑day portfolio management is provided by outside managers (notably Envestnet and Dana) and CS performs due diligence and client profiling to select appropriate managers and allocations. In its non‑discretionary Colliers Director Program, CS makes recommendations while clients retain trade authority; account activity, trade confirmations and custodial reporting are delivered through National Financial Services (NFS) and clients pay program and ticket charges under described fee schedules.
Noteworthy distinctions relative to many peers include active municipal securities and underwriting activity — the brochure discloses municipal underwriting and financial advisory engagements and related regulatory matters involving MSRB reporting and an SEC settlement concerning municipal underwriting due diligence. The firm is part of the Colliers corporate group (including a mortgage holding company and an affiliated insurance agency), reports a larger share of advisory assets as non‑discretionary than discretionary, and discloses broker‑dealer conflicts such as ticket‑charge markups and revenue sharing with its clearing custodian.
Based on Colliers Securities LLC
Location
119 5th Street NE
Watertown SD 57201
Advisors at this office
3
Advisors at this office
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.
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.
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.
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