TrueAdvisor
TrueAdvisor
KJ
KJ

Kimberly Dashe Jerger

Colliers Securities LLC
30 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Colliers Securities LLC
Compensation
Fee-Only (AUM)
Firm Size
28 advisors
Number of Clients
739 clients
Average Client Portfolio
$380K average
Assets Under Management
$280.7M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
Minimum Annual Fee:$250

Location

3170 43rd Street S, Suite 105, Fargo, ND, 58104-8908

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Colliers Securities LLC
January 2011 - Present · 15 yrs 1 mo
Colliers Securities LLCBroker
December 2010 - Present · 15 yrs 2 mos
Previous Registrations
Wells Fargo Investments, LLC
December 2004 - December 2010 · 6 yrs
Wells Fargo Investments, LLCBroker
May 2002 - December 2010 · 8 yrs 7 mos
Wells Fargo Investments, LLCBroker
December 2000 - May 2001 · 5 mos
Wells Fargo Brokerage Services, L.L.C.Broker
July 1994 - December 2000 · 6 yrs 5 mos
State Registrations1 state
ND
AdvisorBrokerBoth
Exams
No exam information available for this advisor.