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Kimberly Dashe Jerger

Colliers Securities LLC

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About Kimberly Dashe Jerger

Kimberly Jerger is a financial professional with over 25 years of experience in the industry. Kimberly is currently registered with Colliers Securities LLC, which is based in Fargo, ND. Kimberly provides financial services to individuals, trusts, and institutions. Kimberly's previous roles include positions with Wells Fargo Investments, LLC and Wells Fargo Brokerage Services, LLC. Kimberly is licensed to provide investment advice in North Dakota.

Firm Information

Kimberly Jerger 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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Kimberly Jerger’s Registration & Firm History

ND

01/11/2011 - Present

Colliers Securities LLC (FARGO ND)

ND

05/31/2002 - 12/22/2010

WELLS FARGO INVESTMENTS, LLC (FARGO ND)

CA

12/13/2000 - 05/04/2001

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

MN

07/13/1994 - 12/13/2000

WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 12/03/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/12/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/03/2002

Series 7 - General Securities Representative Examination

BC

Issued 03/26/1996

Series 52 - Municipal Securities Representative Examination

BC

Issued 01/23/1996

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 07/12/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Kimberly Dashe Jerger.
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