Kimberly Beckman is a registered investment advisor at Colliers Securities LLC, based in Bismarck, ND, with 31 years of industry experience. Kimberly 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
120 North Third Street, Suite 150, Bismarck, ND, 58501
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Kimberly is involved with Life Vantage, a vitamins/supplements company, since April 2020. She considers this a passive activity and devotes no time to it, only buying vitamins at a slight discount.
Employment History
Current Registrations
Colliers Securities LLC
Colliers Securities LLCBroker
Previous Registrations
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Lm Financial Partners, INC.
Lm Financial Partners, INC.Broker
Sunamerica Securities, INC.Broker
Aag Securities, INC.Broker
John G. Kinnard and Company, IncorporatedBroker
Aegon USA Securities INC.Broker
State Registrations24 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.