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Stephanie Mp Yaeger

Colliers Securities LLC

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About Stephanie Mp Yaeger

Stephanie Yaeger is a registered investment advisor representative with Colliers Securities LLC, licensed to practice in Minnesota, Illinois, and Iowa. Stephanie has been in the securities industry since 2014, specializing in individual and institutional investment management. Stephanie has a strong track record of delivering customized financial advice to clients, focused on their individual needs and goals. Stephanie is also a member of READ Ministries, providing resources to church leaders in Eastern Europe and Central Asia.

Firm Information

Stephanie Yaeger 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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Stephanie Yaeger’s Registration & Firm History

MN

02/02/2015 - Present

Colliers Securities LLC (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 01/29/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/27/2014

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 Stephanie Mp Yaeger.
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