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.

John Drow is a CFA® charterholder with 39 years of industry experience. He has been with Colliers Securities LLC in Minneapolis 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 investment strategies.

Barry Oxford is a CFA® charterholder with 25 years of industry experience. He has been with Colliers Securities LLC since 2021 and previously worked at D.A. Davidson & Co for seven years. Barry holds Series 63 and Series 65 licenses. 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 manager relationships to implement investment strategies.

Dennis Martin is a financial advisor with Colliers Securities LLC, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked 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 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, leveraging third-party platforms for portfolio management while maintaining client-driven decision-making options.

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 previously at CliftonLarsonAllen Wealth Advisors, Cargill, Inc., Piper Jaffray & Co., and the University of Minnesota. Colliers Securities LLC serves a diverse client base including individuals, trusts, estates, pension 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 third-party sub-advisers.

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.

Randall Sidener is a financial advisor with Colliers Securities LLC, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Future Bright and Integrity Funds Distributor, LLC. He also founded Cool Hand Coasters, LLC, a business venture outside of finance. 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 through its Colliers Director program and discretionary wrap programs managed by unaffiliated sub-advisers.

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 at Colliers Securities LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Prudential Insurance Company of America and Pruco Securities, LLC. Prior to his financial services career, he was employed at DICKS SPORTING GOODS. 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.

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 previously at Dougherty Summit Securities LLC and Amazon. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities with 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.