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United States
1990 (36 Years)
Last online: No recent activity
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This company is currently Unproved.
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License
A Grade License
Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.
B Grade License
Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.
C Grade License
Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.
D Grade License
From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.
Get to know Collier Financial
Company Information
Get to know Collier Financial
Founded in 2004, Collier Financial is an independent financial planning and wealth management firm based in Fort Wayne, Indiana. The company operates under a strict fiduciary standard, meaning they are legally and ethically bound to act in their clients' best interests. They specialize in a comprehensive, planning-first approach that integrates retirement planning, investment management, tax strategies, and insurance services to create a holistic financial plan for individuals and families. As a fee-only firm, their revenue comes directly from clients, not from commissions on financial products, which is intended to align their advice with client success.
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