BK

Bradley Burton Klitzke

24 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
28 advisors
Number of Clients
739 clients
Average Client Portfolio
$380K average
Assets Under Management
$280.7M

Fee Structure

Minimum Investment:$25K
Minimum Annual Fee:$250

Colliers Securities offers both wrap and non-wrap programs. In the Colliers Director Program (non-wrap), you'll pay an advisory fee that is negotiable up to a maximum of 2.5% annually, billed quarterly. Ticket charges also apply for each transaction. The minimum account size is $25,000, and the minimum annual advisory fee is $250. In the Envestnet and Dana Direct wrap programs, you'll pay an advisory fee to Colliers Securities, plus a program fee to Envestnet or Dana. The advisory fee is negotiable up to a maximum of 2.5% annually, billed quarterly. The Envestnet program fees vary based on the program selected. The Dana Direct program minimum account size is negotiable.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

90 South Seventh Street, Suite 4300, Minneapolis, MN, 55402

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Regulatory History (1)
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Criminal
January 1994
Final Disposition
Other Business Activities

Bradley owns three single-family rental homes in Glencoe, MN, dedicating minimal time to each. He also owns a farm in McLeod County, MN, but devotes no time to it during business hours.

Employment History
Current Registrations
Colliers Securities LLC
January 2014 - Present · 12 yrs
Colliers Securities LLC Broker
June 2005 - Present · 20 yrs 7 mos
Previous Registrations
Northland Securities, INC. Broker
September 2004 - June 2005 · 9 mos
Financial Network Investment CorporationBroker
January 2003 - October 2004 · 1 yr 9 mos
Washington Square Securities, INC. Broker
August 2001 - December 2002 · 1 yr 4 mos
State Registrations16 states
AZFLIAIDILINMNMONDNESCSDTXWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.