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Nicholas D
Series 66
Minneapolis, MN
RBC Capital Markets
Nicholas Degidio is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2005. Outside of finance, he has been involved in the hospitality industry as a bartender at Champps Americana since 2001. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment resources.
Maegen B
Series 66
Minneapolis, MN
RBC Capital Markets
Maegen Bauer is a financial advisor at RBC Capital Markets with 12 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2009. The firm serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. RBC Wealth Management offers a range of advisory programs and portfolios tailored to clients’ risk profiles, combining in-house and third-party investment managers alongside various portfolio management and financial planning services.
Cord H
Series 63, Series 65
Minneapolis, MN
RBC Capital Markets
Cord Houle is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at RBC Capital Markets since 2019 and was previously with U.S. Bancorp Investments, Inc. for eight years. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.
Sergey J
Series 66
Minneapolis, MN
RBC Capital Markets
Sergey Johnson is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at South Metro Federal Credit Union and Nova Southeastern University. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.
Jesse F
Series 66
Minneapolis, MN
RBC Capital Markets
Jesse Favre is a financial advisor with RBC Capital Markets in Minneapolis, MN. He holds a Series 66 designation and has 17 years of industry experience, including 19 years with RBC Wealth Management. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.
Matthew W
Series 66
Minneapolis, MN
RBC Capital Markets
Matthew Weidinger is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 26 years of industry experience. He has been with RBC Capital Markets since 2017 and previously worked at U.S. Bancorp Investments, Inc. from 2012 to 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party managers.
Renae S
Series 63, Series 65
Minneapolis, MN
RBC Capital Markets
Renae Spehn is a financial advisor at RBC Capital Markets with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital markets capabilities.
Zachary W
Series 66
Minneapolis, MN
RBC Capital Markets
Zachary Wick is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has prior work experience in real estate and other business ventures. Outside of his advisory role, he is the owner of Eagles Realty LLC and participates as a contractor with an online proprietary trading firm that offers simulated trading capital to retail traders. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, and charitable organizations. The firm provides tailored portfolio management and financial planning services through multiple advisory programs, utilizing a range of in-house and third-party investment managers and strategies.
Austin B
Series 63, Series 65
Minneapolis, MN
RBC Capital Markets
Austin Balm is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at RBC Capital Markets since 2016 and at City National Bank since 2019. Based in Minneapolis, MN, Balm provides advisory services through a well-established institutional firm. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, utilizing a combination of in-house and third-party investment managers tailored to clients’ risk profiles.
Brooke W
Series 63, Series 66
Minneapolis, MN
RBC Capital Markets
Brooke Warnert is a financial advisor at RBC Capital Markets with credentials including Series 63 and Series 66 licenses and one year of industry experience. Prior to joining RBC, she worked at Cahill Financial Advisors and held various roles outside the financial industry, including positions at Lululemon and Shipt. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base with tailored investment strategies through multiple advisory programs. The firm utilizes a combination of in-house and third-party investment managers and offers services that include discretionary portfolio management, financial planning, and brokerage.
Jarrod G
Series 63, Series 65
Minneapolis, MN
RBC Capital Markets
Jarrod Gray is a financial advisor at RBC Capital Markets in Minneapolis, MN, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2010. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, employing both in-house and third-party managers to implement customized investment strategies.
Karen H
Series 63, Series 65
Minneapolis, MN
RBC Capital Markets
Karen Havel is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with RBC Capital Markets since 2008. Outside of her advisory role, she serves as Vice President on the board of a nonprofit condominium association, overseeing homeowner compliance with board rules. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through in-house and third-party managers.
Christopher C
Series 63
Minneapolis, MN
RBC Capital Markets
Christopher Cron is a financial advisor at RBC Capital Markets with 20 years of industry experience. He has been with RBC Capital Markets since 2019 and previously worked at Questar Capital Corporation and Questar Asset Management. Cron holds a Series 63 designation and is based in Minneapolis, MN. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and leverages both in-house and third-party managers to implement portfolios.
Thomas L
CFP®, Series 63, Series 65
Minneapolis, MN
RBC Capital Markets
Thomas Lucas is a CFP® professional with 12 years of industry experience, currently affiliated with RBC Capital Markets in Minneapolis, MN. His prior experience includes seven years at Wells Fargo Clearing and one year at Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs combining discretionary and non-discretionary portfolio management with financial planning and brokerage services, utilizing both in-house and third-party investment managers tailored to clients' risk profiles.
Dean D
Series 63, Series 66
Minneapolis, MN
RBC Capital Markets
Dean Deutz is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he is an active owner involved in farmland ownership. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and financial planning services that utilize both in-house and third-party investment managers.
Mark S
Series 63, Series 66
Minneapolis, MN
RBC Capital Markets
Mark Smith is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has worked at RBC Capital Markets since 2017 and previously had roles at Bank of America and Merrill. Outside of his advisory work, he is a passive investor in TMS, LLC, an investment vehicle unrelated to his securities activities. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm uses tailored strategies based on client risk profiles and integrates both in-house and third-party managers to implement its investment solutions.
William B
Series 63, Series 66
Minneapolis, MN
RBC Capital Markets
William Bard is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with RBC Capital Markets since 2016 and previously worked at City National Bank starting in 2017. Outside of his advisory work, Bard is involved in community activities, including serving on the board and as Treasurer of the Jungle Theater, a local arts institution, and participating in fundraising for The Sanneh Foundation, a youth development organization. He is also associated with a family-owned coffee shop, Claddagh Coffee, in St. Paul, MN. RBC Wealth Management serves a broad client base ranging from individual investors to institutional clients and offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm implements tailored investment strategies through a combination of in-house and third-party managers, with features including tax management, responsible investing options, and access to alternative investments.
Samuel S
Series 63
Minneapolis, MN
RBC Capital Markets
Samuel Sturgis is a financial advisor with RBC Capital Markets in Medina, MN, holding a Series 63 designation and 23 years of industry experience. He previously worked at LPL Financial for nine years before joining RBC Capital Markets in 2020. Outside of his advisory role, he is a 49% owner with management responsibilities of two European Wax Center locations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and nonprofits. The firm provides tailored investment advisory programs with discretionary and non-discretionary portfolio management through a combination of in-house and third-party managers, supported by its capital-markets capabilities.
Kevin B
Series 63, Series 66
Minneapolis, MN
RBC Capital Markets
Kevin Butzen is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His background includes roles as an attorney and legal advisor at various firms from 2013 to 2025 before joining RBC Capital Markets in 2025. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client's risk profile.
Brian B
Series 63, Series 66
Minneapolis, MN
RBC Capital Markets
Brian Burnham is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services, Inc. for 12 years. Outside of his advisory role, he serves as the executor of his parents’ will. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to client risk profiles and utilizing both in-house and third-party investment managers.
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