BH
BH

Brian John Heijerman

17 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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
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Location

90 South Seventh Street, Suite 4300, Minneapolis, MN, 55402

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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

Brian serves as an elected official for both the St Andrew Lutheran Church Endowment and the St Andrew Lutheran Church Council. He dedicates minimal time to these roles, advising on endowment funds and serving on the Church Council.

Employment History
Current Registrations
Colliers Securities LLC
January 2014 - Present · 12 yrs 1 mo
Colliers Securities LLCBroker
May 2010 - Present · 15 yrs 9 mos
Previous Registrations
RBC Capital Markets Corporation
March 2009 - May 2010 · 1 yr 2 mos
RBC Capital Markets CorporationBroker
June 2008 - May 2010 · 1 yr 11 mos
State Registrations1 state
MN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brian John Heijerman - Financial Advisor | TrueAdvisor