COLLIERS SECURITIES LLC

COLLIERS SECURITIES LLC of MINNEAPOLIS, MN is an SEC-registered investment adviser (CRD 7477). Regulatory assets under management: $329.6M. This firm reports disciplinary history on Form ADV.

Registration

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

Officers, owners & control persons (36)

Showing 25 of 36 people.

NameRoleLocation
Deborah Marie HableOPERATIONS MANAGER
David Bramley JuranCHAIRMAN OF THE BOARD
Jeffrey Duane JacobsonEVP, CHIEF OPERATING OFFICER & BOARD MEMBER
David Thomas MullenEVP, BOARD MEMBER
Thomas Francis SteichenEVP, CCO & GENERAL COUNSEL, BOARD MEMBER
James John Iii HinikerSVP
Roger Allan NorrisSVP, REGISTERED OPTIONS PRINCIPAL
Craig Daniel TheisSVP, BOARD MEMBER
Rebecca Van HandelCHIEF FINANCIAL OFFICER & FINOP
Mark Kenneth JohnsonVP, BRANCH MANAGER, CHIEF SUPERVISION OFFICER
DOUGHERTY MICHAEL EMMETTOWNER; TRUSTEE
ABOOD THOMAS JOSEPHSECRETARY
ZIERMANN PAMELA KAY REINITZSVP COMPLIANCE , CHIEF COMPLIANCE OFFICER; SVP-COMPLIANCE & HUMAN RESOURCES, CHIEF COMPLIANCE OFFICER
SANDBERG MICHELLE MARIEEVP, TREASURER, AND CHIEF FINANCIAL OFFICER,; EVP, TREASURER AND CHIEF FINANCIAL OFFICER, BOARD MEMBER; EVP, TREASURER, CHIEF FINANCIAL OFFICER, SECRETARY (+2 more)
KRAUT GERALD ANTHONYCEO, PRESIDENT, BOARD CHAIR, BRANCH MANAGER; CEO, PRESIDENT, BRANCH MANAGER
EDWARDS TIM ALANVP, MANAGER OF EQUITY TRADING DESK
JOHNSON KENNETHVP, BRANCH MANAGER; VP, BRANCH MANAGER, CHIEF SUPERVISION OFFICER
MCKINLEY CHRISTOPHER JOHNSVP - EQUITY CAPITAL MARKETS & CORPORATE FINANCE
MCWHIRTER STEVEN DOUGLASEVP-STRUCTURED FINANCE, CROP, ROP; EVP - STRUCTURED FINANCE, ROSFP; EVP-STRUCTURED FINANCE, ROSFP
WESTERLUND GARY GENEVP, BRANCH MANAGER
HABLE DEBORAH MARIEOPERATIONS MANAGER
WOODSEND RAY ELTONSVP & BRANCH MANAGER; SVP, BRANCH MANAGER
JURAN DAVID BRAMLEYCHAIRMAN OF THE BOARD; DIRECTOR, EVP, BRANCH MANAGER; EVP (+2 more)
JACOBSON JEFFREY DUANEEVP, CHIEF OPERATING OFFICER & BOARD MEMBER; EXEC VICE PRES, BRANCH MANAGER; EXEC VICE PRES, BRANCH MANAGER, DIRECTOR (+2 more)
POLSKY ALAN DAVIDDIRECTOR, SVP; EVP, BOARD MEMBER; OWNER, DIRECTOR, SVP (+1 more)

Disclosures (24)

InitiatedTypeAllegationsStatusAmount
2025-06-16regulatoryWITHOUT ADMITTING OR DENYING THE FINDINGS, THE FIRM CONSENTED TO THE SANCTIONS AND TO THE ENTRY OF FINDINGS THAT IT FAILED TO UTILIZE THE REQUIRED SPECIAL CONDITION INDICATOR FOR TRANSACTIONS IN NEW ISSUE MUNICIPAL SECURITIES THAT THE FIRM REPORTED TO THE RTRS. THE FINDINGS STATED THAT THE FIRM PART…Final$55K
2019-10-14regulatoryWITHOUT ADMITTING OR DENYING THE FINDINGS, THE FIRM CONSENTED TO THE SANCTIONS AND TO THE ENTRY OF FINDINGS THAT IT FAILED TO MAKE TIMELY SUBMISSIONS OR TO SUBMIT ACCURATE INFORMATION REGARDING THE RESULT OF AN INTEREST RATE RESET FOR VARIABLE RATE DEMAND OBLIGATIONS (VRDOS) TO THE MUNICIPAL SECURIT…Final$25K
2016-11-28regulatoryWITHOUT ADMITTING OR DENYING THE FINDINGS, THE FIRM CONSENTED TO THE SANCTIONS AND TO THE ENTRY OF FINDINGS THAT THE FIRM DID NOT ADEQUATELY SUPERVISE A REGISTERED REPRESENTATIVE WHO (A) PLACED TRADES FOR TWO CUSTOMERS WITHOUT FIRST CONTACTING THEM, AND (B) MADE UNSUITABLE RECOMMENDATIONS.Final$140K
2016-06-08regulatoryWITHOUT ADMITTING OR DENYING THE FINDINGS, THE FIRM CONSENTED TO THE SANCTIONS AND TO THE ENTRY OF FINDINGS THAT IT PROVIDED UNDERWRITING SERVICES FOR ISSUERS WITH WHICH IT HAD ACTIVE "BLANKET" FINANCIAL ADVISORY AGREEMENTS. THE FINDINGS STATED THAT THE BLANKET AGREEMENTS WERE NOT LIMITED BY TIME OR…Final$50K
2015-06-18regulatorySEC ADMIN RELEASES 33-9822; 34-75216/JUNE 18, 2015: THE SECURITIES AND EXCHANGE COMMISSION DEEMS IT APPROPRIATE AND IN THE PUBLIC INTEREST THAT PUBLIC ADMINISTRATIVE AND CEASE AND DESIST PROCEEDINGS BE, AND HEREBY ARE, INSTITUTED AGAINST DOUGHERTY & COMPANY LLC ("RESPONDENT"). RESPONDENT WILLFULLY V…Final$250K
regulatory

Branch offices (7)

CityStateEmployeesPhone
MITCHELLSD2(605) 990-6300
FARGOND2(701) 356-9300
WATERTOWNSD2(605) 882-1200
DETROIT LAKESMN2218-844-3825
SIOUX FALLSSD2(605) 339-2300
BISMARCKND1(701) 222-4411
1952-913-8335

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