Nancy Ann Linneman

Colliers Securities LLC

19 Years of Experience

Broker

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

119 5th Street Ne, Watertown, SD, 57201

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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.

Other Business Activities

Nancy is a board member of the Watertown Community Foundation/Women & Giving, a non-investment related fundraising organization. She dedicates minimal time to this activity.