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Craig Daniel Theis

COLLIERS SECURITIES LLC·MINNEAPOLIS, Minnesota
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90 SOUTH SEVENTH STREET, MINNEAPOLIS, MN 55402-4108CRD# 4365341Firm CRD# 7477
01

About

Craig Daniel Theis is a registered financial advisor based in MINNEAPOLIS, Minnesota, affiliated with COLLIERS SECURITIES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
COLLIERS SECURITIES LLC
COLLIERS SECURITIES LLC
AUM
$263M
Regulatory assets under management
Employees
124
Total firm employees
View all advisors at COLLIERS SECURITIES LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4365341
Firm CRD# 7477
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Craig Daniel Theis offer?
Craig Daniel Theis specializes in Investment Management, Fee-Only Advisory. Contact their office in MINNEAPOLIS, Minnesota for a consultation.
What are Craig Daniel Theis's credentials?
Craig Daniel Theis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig Daniel Theis located?
Craig Daniel Theis is based in MINNEAPOLIS, Minnesota, working with COLLIERS SECURITIES LLC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.
How does Craig Daniel Theis charge for services?
Craig Daniel Theis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLLIERS SECURITIES LLC?
COLLIERS SECURITIES LLC has approximately 124 employees and manages $263M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Minnesota
MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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