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Lisa A Van zee

Colliers Securities LLC

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About Lisa A Van zee

Lisa Van zee is a registered representative with Colliers Securities LLC. Lisa has been in the industry since July 19, 2001 and has experience with a range of financial services. Lisa's current role is at Colliers Securities LLC where Lisa has been employed since January 27, 2020. Lisa has passed the General Securities Representative Examination (Series 7), the Securities Industry Essentials Examination (SIE), and the Operations Professional Examination (Series 99TO).

Firm Information

Lisa Van zee 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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Lisa Van zee’s Registration & Firm History

MN

01/27/2020 - Present

Colliers Securities LLC (MINNEAPOLIS MN)

MN

07/20/2001 - 02/06/2020

RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2001

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 Lisa A Van zee.
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