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Matthew Alan Fossen

Colliers Securities LLC

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About Matthew Alan Fossen

Matthew Fossen is a registered investment advisor representative with Colliers Securities LLC. Matthew has been in the securities industry since 1997. Matthew is registered to provide investment advisory services in Minnesota and Texas. Prior to joining Colliers Securities LLC, Matthew was a financial advisor with Morgan Stanley DW Inc. and TCF Securities, Inc. Matthew holds a Series 6, 7, 31, 63, 65, and SIE licenses. Matthew is also a registered investment advisor in Arizona, Colorado, Florida, Missouri, New York, South Dakota, Wisconsin, and Texas.

Firm Information

Matthew Fossen 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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Matthew Fossen’s Registration & Firm History

MN

11/02/2020 - Present

Colliers Securities LLC (Chaska MN)

NY

08/30/2000 - 08/29/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

MN

10/30/1996 - 06/19/2000

TCF SECURITIES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 09/15/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/29/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2000

Series 31 - Futures Managed Funds Examination

BC

Issued 08/29/2000

Series 7 - General Securities Representative Examination

BC

Issued 10/29/1996

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 Matthew Alan Fossen.
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