Rhad Keel
Advisor at RBC Capital Markets
Updated today
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.
Location
Power, MT
Credentials
Series 66
Industry experience
21 years
About
Rhad Keel is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 21 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves on the board of directors for Cascade Farmers Mutual Insurance, a small mutual home and auto insurance company. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs and portfolio management services, utilizing both in-house and third-party investment managers to tailor strategies according to clients’ risk profiles.
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
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)
Fee options
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)
Location
Power, MT
Most active in
Rhad K has reported serving >5 clients in these states in the last 12 months.
Montana · North Carolina · Texas · Utah
Work history
Rbc Capital Markets Corporation
2008 - Present (18 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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