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Joshua Thomas Wolke

Colliers Securities LLC

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About Joshua Thomas Wolke

Joshua Wolke is a Financial Advisor with Colliers Securities LLC, working in the Minneapolis office. Joshua has been in the securities industry since 1998. Joshua's experience spans multiple firms. Before joining Colliers Securities LLC, Joshua worked for Cronin & Co., Inc. in Minneapolis. Joshua holds a Series 7, Series 24, Series 52TO, Series 53, and Series 63 licenses. Joshua has been actively registered in fifteen states including Arizona, California, Colorado, Florida, Illinois, Kentucky, Massachusetts, Minnesota, New Jersey, New York, North Dakota, Pennsylvania, South Dakota, Texas, and Wisconsin.

Firm Information

Joshua Wolke 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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Joshua Wolke’s Registration & Firm History

MN

03/08/2017 - Present

Colliers Securities LLC (MINNEAPOLIS MN)

MN

02/09/1998 - 03/08/2017

CRONIN & CO., INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 02/19/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/13/2006

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/20/2006

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Joshua Thomas Wolke.
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