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Nicholas Harrel

Advisor at Colliers Securities LLC

Updated today
Colliers Securities LLC logo

Firm

Colliers Securities LLC

Location

Minneapolis, MN 55402

Credentials

Series 63, Series 65

Industry experience

7 years

About

Nicholas Harrel is a financial advisor at Colliers Securities LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Prudential Insurance Company of America and Pruco Securities, LLC. Prior to his financial services career, he was employed at DICKS SPORTING GOODS. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities by providing brokerage, custody, execution, and investment advisory services. The firm offers both non-discretionary fee-based advisory through its Colliers Director program and discretionary wrap programs managed by unaffiliated sub-advisers.

Client services

Based on Colliers Securities LLC

Portfolio management Selection of other advisers

Expertise

Based on Colliers Securities LLC

Active portfolio management

Fee options

Percentage

$0 - $250,000: Up to 2.5% annually $250,001 - $500,000: Up to 2.0% annually $500,001+: Up to 1.5% annually

Other

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.

Location

90 South Seventh Street, Suite 4300

Minneapolis, MN 55402

Most active in

Minnesota

Work history

Colliers Securities LLC

2021 - Present (5 years)

The Prudential Insurance Company of America

2018 - 2021 (3 years)

Pruco Securities, LLC

2018 - 2021 (3 years)

DICKS SPORTING GOODS

2015 - 2019 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)
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Arch S

Series 63, Series 65

Plymouth, MN

Spencer Financial Advisors

Active portfolio management Options & derivatives strategies Concentrated stock management Real estate investing
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Jon B

CFA®

Minnetonka, MN

Longship Advisers, LLC

Private / alternative investments
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Aimee H

CFP®, Series 63

Edina, MN

The Hatlestad Group

Debt management Cash flow / budgeting Equity compensation tax strategy
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Donovan C

Series 65

St. Louis Park, MN

Carson Capital

Real estate investing Retirement income strategy Wealth management Founder/Business Owner Executive Self-Employed
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Paula L

Series 63, Series 65

St Paul, MN

Ramsey Hill Asset Management LLC

Passive / index investing Active portfolio management
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