Matthew Alan Fossen

Colliers Securities LLC

28 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

Chaska, MN

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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.

Employment History

Current Registrations

Colliers Securities LLC

January 2014 - Present · 12 yrs 1 mo

Colliers Securities LLCBroker

August 2005 - Present · 20 yrs 6 mos

Previous Registrations

Morgan Stanley Dw INC.Broker

August 2000 - August 2005 · 5 yrs

Tcf Securities, INC.Broker

October 1996 - June 2000 · 3 yrs 8 mos

State Registrations13 states

ALAZCACOFLMIMNMONCNYSDTXWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.