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Aaron Mark Schroeder

Colliers Securities LLC

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About Aaron Mark Schroeder

Aaron Schroeder is a financial professional with over 15 years of experience in the industry. Currently, Aaron is registered with Colliers Securities LLC in Milwaukee, WI. Previously, Aaron was associated with B. C. Ziegler and Company for almost 10 years, also in Milwaukee, WI. Aaron holds Series 7, 52, 79, and SIE licenses.

Firm Information

Aaron Schroeder is currently registered with Colliers Securities LLC. Colliers Securities LLC is a Limited Liability Company formed in 1997 and headquartered in Minneapolis, Minnesota. The firm provides a wide range of advisory services, including portfolio management for individuals and selection of other advisers. With over 84 registered representatives, Colliers Securities manages approximately $262,622,768 in regulatory assets under management, primarily for high-net-worth individuals and individuals other than high-net-worth. The firm participates in wrap fee programs and is registered with the SEC and in all 50 states plus the District of Columbia and Puerto Rico.
Colliers Securities LLC

90 SOUTH SEVENTH STREET

MINNEAPOLIS, MN 55402-4108

$262.62M

Assets Under Management

Not reported

Total Clients

73

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Schroeder’s Registration & Firm History

WI

11/28/2023 - Present

Colliers Securities LLC (Milwaukee WI)

WI

06/25/2018 - 11/17/2023

B. C. ZIEGLER AND COMPANY (MILWAUKEE WI)

WI

07/23/2004 - 05/12/2014

B. C. ZIEGLER AND COMPANY (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 10/25/2018

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/2018

Series 52 - Municipal Securities Representative Examination

BC

Issued 07/21/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aaron Mark Schroeder.
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