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Kimberly Beckman

Colliers Securities LLC
32 Years of Experience
Bismarck, ND
Broker
View SEC Summary
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Kimberly Beckman is a registered investment advisor at Colliers Securities LLC, based in Bismarck, ND, with 32 years of industry experience. Kimberly is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 816 clients with $330M in assets under management.

Colliers Securities LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
26 advisors
Number of Clients
816 clients
Average Client Portfolio
$404K average
Assets Under Management
$329.6M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.50%
$250K - $500K2.00%
$500K+1.50%

Fees are negotiable. Envestnet and Dana wrap programs include separate program fees and third-party manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

120 North Third Street, Suite 150, Bismarck, ND, 58501

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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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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
October 2004 - Present · 22 yrs
Colliers Securities LLCBroker
October 2004 - Present · 22 yrs
Previous Registrations
Raymond James Financial Services
November 2002 - October 2004 · 1 yr 11 mos
Raymond James Financial Services, INC.Broker
October 2002 - October 2004 · 2 yrs
Lm Financial Partners, INC.
June 2000 - November 2002 · 2 yrs 5 mos
Lm Financial Partners, INC.Broker
October 1998 - November 2002 · 4 yrs 1 mo
Sunamerica Securities, INC.Broker
November 1995 - October 1998 · 2 yrs 11 mos
Aag Securities, INC.Broker
May 1995 - November 1995 · 6 mos
John G. Kinnard and Company, IncorporatedBroker
July 1994 - September 1994 · 2 mos
Aegon USA Securities INC.Broker
November 1993 - June 1994 · 7 mos
State Registrations24 states
ALAZCACOFLGAIAILINKSKYMNMOMTNCNDNMNYORSDTXVAWAWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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