Lucas Albert Whelan
Investment adviser representative at Colliers Securities LLC
10 yearsExperience
1 stateRegistered in
$329.6MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Colliers Securities LLCDec 2022 to now
- Cliftonlarsonallen Wealth Advisors, LLCFeb 2020 to Dec 2022
- Cargill, Inc.Oct 2018 to Feb 2020
- Piper Jaffray & Co.Jun 2016 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MN).
Colliers Securities LLC
$329.6MAssets managed
816Clients
26Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6500992
- Firm CRD
- 7477