Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
37 years
Location
Eastpoint, FL
RBC Capital Markets
Institution
Daniel Christiansen is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at City National Bank from 2018 to 2023 before joining RBC Capital Markets in 2011. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual, institutional, and charitable clients. The firm offers tailored investment strategies and a range of advisory programs combining in-house and third-party managers, with a comprehensive set of portfolio management and financial planning services.
Based on RBC Capital Markets
Based on RBC Capital Markets
Based on RBC Capital Markets
Based on RBC Capital Markets
In limited circumstances, fixed dollar amount fee options available for RBC WM Advice Fee, negotiated per client
$0 - $25,000: $25,000+:
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)
Eastpoint, FL
Eastpoint FL
Advisors at this office
1
Florida · Illinois · Texas
37 years of industry experience
City National Bank
2018 - 2023 • 5 years
Rockford, IL
RBC Capital Markets LLC
2011 - Present • 15 years
Rockford, IL
B. C. Ziegler And Company
2005 - 2011 • 6 years
IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Carrabelle, FL
LPL Financial
Katherine Ives is a financial advisor with LPL Financial and holds a Series 66 designation, with 10 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she is involved with The Cason Group as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.
Series 63, Series 65
St George Island, FL
Morgan Stanley
David Mcsemek is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, National Association, starting in 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning services supported by structured discovery processes and firm-approved tools, serving clients through both direct and employer-based arrangements.
Series 63, Series 65
Carrabelle, FL
LPL Financial
Michael Chapman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior experience includes roles at Wells Fargo Advisors and RBC Capital Markets. Outside of his advisory work, he is involved with Good Life Insurance Agency as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily through its network of investment adviser representatives.
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