Alan
Miller

Colliers Securities LLC

CRD#5181590
Investment Advisor
in Mitchell, SD

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About this Advisor

Alan Miller is a financial advisor who works in Mitchell, South Dakota with 9 years of relevant experience. Miller is currently employed by Colliers Securities LLC. Throughout their career, Miller has worked at Wells Fargo Advisors LLC and Colliers Securities LLC. Miller has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in South Dakota and Texas. Colliers Securities LLC is a financial advisory business operating out of Minneapolis, MN. The investment advisory business has offices in eight locations and a total of 125 employees. It controls $229 million in assets under management across its 1,156 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,156 client accounts, 16% belong to high-net-worth clients who have at least $1 million in assets. The company provides a set of services, such as portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules usually are based on the financial services provided. However, fee types charged by Colliers Securities LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

9 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

721 West Havens Avenue
Mitchell, SD 57301

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Colliers Securities LLC Brokerage Details

Total Assets Under Management

$228,851,296

SD Average: $5,289,111,388
Total Number of Employees

125

SD Average: 157
Total Number of Accounts

1,156

SD Average: 8,262
Average Account Size

$197,968

SD Average: $640,173

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Alan Miller Work History

Alan has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Colliers Securities LLC

2009 - 2014 (5 years)

Wells Fargo Advisors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Alan Miller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Colliers Securities LLC

Thomas Hackl
Sioux Falls, SD
Jeffrey Seeman
Minneapolis, MN
David Mullen
Minneapolis, MN
Lucas Whelan
Minneapolis, MN
Tobin Morris
Pierre, SD
Jodi Ahles
Detroit Lakes, MN
Kevin Reilly
Chicago, IL
Barry Oxford
Darien, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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