Dennis Martin is a registered investment advisor at Colliers Securities LLC, based in Mitchell, SD, with 35 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 739 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Colliers Securities offers investment advisory services through different programs.
Colliers Director Program (Non-Wrap): Clients pay an annual advisory fee, negotiable up to 2.5% of assets, billed quarterly. This fee covers investment advice and reporting but doesn't include ticket charges for trades or custodial fees.
Dana Direct Program (Wrap): Clients pay an annual advisory fee, negotiable up to 2.5% of assets, billed quarterly. This fee includes investment advice and reporting but doesn't include ticket charges for trades or custodial fees. Dana Investment Advisors also assesses their own fee.
Envestnet Programs (Wrap): Clients pay an annual advisory fee to Colliers Securities, plus a separate Envestnet program fee. These fees are charged quarterly. The Envestnet program fee covers transaction costs and account administration. The advisory fee may be negotiable.
Location
721 West Havens Avenue, Mitchell, SD, 57301
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Regulatory History (1)
Customer Dispute
July 2006Other Business Activities
Dennis is the Treasurer of Sioux Falls West Camp for Gideons International, a non-profit religious organization. This requires minimal time each month.
Employment History
Current Registrations
Colliers Securities LLC
Colliers Securities LLCBroker
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
John G. Kinnard and Company, IncorporatedBroker
State Registrations35 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.