Advisor at Colliers Securities LLC
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Firm
Colliers Securities LLC
Location
Fargo, ND 58104-8908
Credentials
Series 63, Series 65
Industry experience
40 years
Mark Johnson is a financial advisor with Colliers Securities LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Colliers Securities since 2010. Outside of his advisory role, he is an owner and managing partner of a family farmland management partnership. Colliers Securities serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, offering brokerage, custody, execution, and investment advisory services through both non-discretionary and discretionary programs. The firm utilizes third-party advisory platforms and manager relationships to implement investment strategies and operates as both a registered broker-dealer and registered investment adviser.
$0 - $250,000: Up to 2.5% annually $250,001 - $500,000: Up to 2.0% annually $500,001+: Up to 1.5% annually
Account minimum: $25,000 (Colliers Director Program; may be waived at sole discretion of CS). Minimum for Dana Direct Program is negotiable and must be accepted by both Dana Investment Advisors and CS. Minimums for Envestnet Programs are not clearly stated in the brochure. Minimum fee: $250 minimum annual advisory fee in Colliers Director Program.
3170 43rd Street S, Suite 105
Fargo, ND 58104-8908
North Dakota · Texas
Colliers Securities LLC
2010 - Present (16 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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