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Brandon Christiansen

Advisor at RBC Capital Markets — Clinton, WI

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Clinton, WI

RBC Capital Markets logo

RBC Capital Markets

Institution

Total advisors

3,825

Across 402 offices

Clients per advisor

72 Low

Avg AUM per client

$1,017,425 Very High

HNW client ratio

4% Very Low

About

Brandon Christiansen is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. His prior work includes multiple roles at State Farm and earlier positions in educational institutions. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm implements tailored investment strategies through in-house and third-party managers and provides clients with options for tax management, responsible investing, and alternative investments.

Client services

Based on RBC Capital Markets

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds

Expertise

Based on RBC Capital Markets

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management

Occupation focus

Based on RBC Capital Markets

Executive Founder/Business Owner Retired Financial Professional

Demographic focus

Based on RBC Capital Markets

Approaching retirement HENRY (High Earners, Not Rich Yet)

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Fee options

Fixed

In limited circumstances, fixed dollar amount fee options available for RBC WM Advice Fee, negotiated per client

Percentage

$0 - $25,000: $25,000+:

Other

Account minimum: $25,000 - $600,000 depending on program and strategy Fee-only: RBC Advisor and Portfolio Focus: RBC WM Advice Fee up to 2.50% annually (tiered by asset level, negotiable)

Location

See office

Clinton, WI

Clinton WI

Advisors at this office

1

Most active in

Illinois · Texas · Wisconsin

Work history

< 1 year of industry experience

RBC Capital Markets LLC

2026 - Present • 1 year

Rockford, IL

State Farm

2025 - 2026 • 1 year

Bloomington, IL

State Farm

2022 - 2025 • 3 years

Bloomington, IL

State Farm

2021 - 2022 • 1 year

Bloomington, IL

RBC Capital Markets LLC

2021 - 2021 • 1 year

Rockford, IL

Illinois State University

2018 - 2020 • 2 years

Normal, IL

University of Wisconsin - Whitewater

2017 - 2018 • 1 year

Whitewater, WI

Hononegah High School

2016 - 2017 • 1 year

Rockton, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Paul T

Series 65

Westby, WI

The Life Group Financial Services

Paul Thompson is a financial advisor at The Life Group Financial Services with five years of industry experience. He holds a Series 65 designation and has worked at Guncheon Financial, LLC since 2020. Prior to his financial career, he was the operations manager for Living Waters Bible Camp for nine years. The Life Group Wealth Partners provides discretionary investment management and wealth consulting to individuals, families, corporate executives, business owners, and retirement plans. The firm uses a core/satellite investment strategy and offers services including portfolio management, retirement-plan design, financial planning, and educational seminars.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Executive Founder/Business Owner
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Travis G

Series 66

Viroqua, WI

Harbour Investments, Inc.

Travis Gaskell is a financial advisor with Harbour Investments, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Harbour, he worked at Cade Financial Services and spent several years in the education sector with Westby Area School District and Kickapoo Area Schools. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services using various investment approaches tailored by individual advisers and approved third-party managers.

Annuities Options & derivatives strategies
user avatar

Beau S

Series 63, Series 65

Viroqua, WI

Harbour Investments, Inc.

Beau Schroeder is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds Series 63 and Series 65 designations and previously worked at Edward Jones and Sleepy Hollow Chevrolet Buick GMC. Schroeder serves as a school board member for Kickapoo Area Schools. Harbour Investments serves a diverse clientele including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and multiple investment execution options tailored to adviser and client preferences.

Annuities Options & derivatives strategies
user avatar

Aaron C

CFP®, Series 63, Series 66

Viroqua, WI

Harbour Investments, Inc.

Aaron Cade is a CFP® professional with 27 years of industry experience. He is affiliated with Harbour Investments, Inc. and has been operating Cade Financial Services since 2011. Cade serves as a director and board member of the Vernon Memorial Healthcare Foundation and is involved with the Viroqua Development Association, where he participates in community planning related to job creation and housing development. Harbour Investments, Inc. provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm utilizes a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Annuities Options & derivatives strategies
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John M

Series 63, Series 66

Viroqua, WI

Thrivent Investment Management

John Mickelsen is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory role, he is involved in an agricultural and agri-tourism operation through By the Silvery Moon LLC, where he assists with farm maintenance and gardening. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a variety of financial planning topics. The firm integrates goal-based analyses with client information and offers a consolidated billing option for combining planning with managed-account services, while maintaining separate planning and portfolio management functions.

Business ownership considerations
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Seth V

Series 66

Westby, WI

Edward Jones

Seth Volden is a financial advisor at Edward Jones in Westby, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Dakota Supply Group and has extensive experience in distribution and hospitality through roles at S&S Distributing/BILLS DISTRIBUTING and Gasser's Bar & Grill. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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