Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

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.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

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.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

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.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

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.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

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.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

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.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

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.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

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.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

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.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

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.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

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.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

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.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

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.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

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.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

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.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

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.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

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.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

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.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

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.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

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.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)