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Credentials
Series 66
Experience Industry experience
19 years
Location
Mora, MN
RBC Capital Markets
Institution
Rachel Heidelberger is a financial advisor with RBC Capital Markets, holding a Series 66 designation and bringing 18 years of industry experience. She previously worked at RiverSource / Ameriprise Financial for seven years before joining RBC in 2020. Outside of financial advising, she is involved in managing Heidelberger Farm Equipment LLC, a farm equipment and auction business, and operates a small cattle farming business. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored advisory programs utilizing a combination of in-house and third-party investment managers, with a range 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)
Mora, MN
Mora MN
Advisors at this office
1
Minnesota
19 years of industry experience
RBC Capital Markets
2020 - Present • 6 years
Minneapolis, MN
RiverSource / Ameriprise Financial
2013 - 2020 • 7 years
Minneapolis, MN
Heidelberger Farm Equipment LLC
2004 - Present • 22 years
Pine City, MN
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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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.
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