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Heidi J
Series 66
Minneapolis, MN
RBC Capital Markets
Heidi Johnson is a financial advisor at RBC Capital Markets in Minneapolis, MN, with 20 years of industry experience. She holds a Series 66 credential and has been with RBC Capital Markets since 2008. Outside of her advisory role, she is an active owner of a rental property. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides tailored portfolio management and financial planning services through a variety of advisory programs utilizing both in-house and third-party investment managers.
Rebecca L
Series 66
Minneapolis, MN
RBC Capital Markets
Rebecca Lindholm is a financial advisor at RBC Capital Markets with seven years of industry experience and holds a Series 66 designation. Prior to her advisory role, she worked at Woolleys Steakhouse for one year from 2017 to 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs providing portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to each client's Advisory Risk Profile.
Jack W
Series 66
Minneapolis, MN
RBC Capital Markets
Jack Wellen is a financial advisor at RBC Capital Markets based in Minneapolis, MN. He holds a Series 66 designation and has experience at Ameriprise and RBC Wealth Management. Outside of finance, he has worked at golf clubs including Bunker Hills Golf Club and Victory Links Golf Course. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with personalized portfolio management and financial planning services, utilizing a combination of in-house and third-party investment managers.
Alexander A
Series 66
Minneapolis, MN
RBC Capital Markets
Alexander Armbruster is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2018, following roles at Bank of America and Merrill from 2015 to 2018. Based in Minneapolis, MN, he is part of a large team of advisors within the firm. 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 that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile with access to both in-house and third-party investment managers.
Alexander M
Series 66
Minneapolis, MN
RBC Capital Markets
Alexander Malm is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has worked at RBC Global Asset Management (US) Inc. and RBC Capital Markets since 2019. Prior to his advisory roles, he was employed at US Bank via Robert Half temp agency and attended Gustavus Adolphus College. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.
Andrea L
Series 63, Series 66
Minneapolis, MN
RBC Capital Markets
Andrea Lentz is a financial advisor at RBC Capital Markets in Minneapolis, MN, with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with RBC Capital Markets since 2010. Outside of her advisory role, she has experience as a homemaker since 2004. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.
Rosanne K
Series 63, Series 66
Minneapolis, MN
RBC Capital Markets
Rosanne Kelly is a financial advisor at RBC Capital Markets with 35 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at RBC Capital Markets since 2018, with prior roles at Morgan Stanley and Morgan Stanley Private Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers various wrap fee advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.
William B
Series 63, Series 65
Minneapolis, MN
RBC Capital Markets
William Boehm is a financial advisor at RBC Capital Markets with 27 years of industry experience. He has been with RBC Capital Markets since 2008 and holds Series 63 and Series 65 designations. Boehm serves on the Board of Directors for the Minneapolis Downtown Council, participating in monthly meetings to contribute to community initiatives. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides services to individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management and tailors strategies to clients’ risk profiles using a combination of in-house and third-party managers.
Joseph Y
Series 66
Minneapolis, MN
RBC Capital Markets
Joseph Young is a Series 66-licensed financial advisor with RBC Capital Markets in Minneapolis, MN, where he has worked since 2007. He has 17 years of industry experience. 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 and tailors investment strategies using both in-house and third-party managers, with a wide range of portfolio management and financial planning services.
Daniel B
Series 63, Series 65
Minneapolis, MN
RBC Capital Markets
Daniel Brooks is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2008 and City National Bank from 2019 to 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.
Colin A
Series 66
Minneapolis, MN
RBC Capital Markets
Colin Ahern is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has worked previously at Hasenberg Financial Group and JF Ahern Co. From 2019 to 2021, he was involved with The First Tee of Southeast Wisconsin. 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 tailored investment strategies implemented through a mix of in-house and third-party managers, supported by RBC’s capital-markets resources and affiliated asset managers.
Philip D
Series 66
Minneapolis, MN
RBC Capital Markets
Philip D'entremont is a financial advisor at RBC Capital Markets with seven years of industry experience. He has worked at RBC Capital Markets since 2018 and previously spent three years at Two Harbors Investment Corp. He holds a Series 66 designation. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to client risk profiles through a combination of in-house and third-party investment managers.
Susan N
Series 66
Minneapolis, MN
RBC Capital Markets
Susan Nelson is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 13 years of industry experience. She has been with RBC Capital Markets since 2006. Outside of her advisory role, she works occasionally as a receptionist at a local salon and beauty bar. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.
Michael S
Series 63, Series 65
Minneapolis, MN
RBC Capital Markets
Michael Schuette is a financial advisor with RBC Capital Markets in Minneapolis, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services through various advisory programs tailored to clients’ risk profiles.
Jay F
Series 63, Series 65
Minneapolis, MN
RBC Capital Markets
Jay Friberg is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses and having nine years of industry experience. His prior work includes five years at Ameriprise Financial Services Inc and two years at C&L Distributing. Outside of his advisory role, he has worked as an independent contractor for DoorDash. RBC Wealth Management serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, and brokerage services. The firm uses a tailored investment approach incorporating in-house and third-party managers, along with integrated capital-markets capabilities.
Michelle O
Series 66
Minneapolis, MN
RBC Capital Markets
Michelle Overbeek is a financial advisor at RBC Capital Markets with 23 years of industry experience. She has been with RBC Capital Markets LLC since 2008 and holds a Series 66 designation. 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 tailored investment strategies implemented through a combination of in-house and third-party managers.
Joseph H
Series 66
Minneapolis, MN
RBC Capital Markets
Joseph Holden is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 designation and has worked previously at U.S. Bancorp Investments and U.S. Bank. He has been with RBC Capital Markets since 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs and employs a tailored investment approach using a mix of in-house and third-party managers, with features such as tax management and responsible-investing options.
Daniel A
Series 66
Minneapolis, MN
RBC Capital Markets
Daniel Alkhoury is a financial advisor at RBC Capital Markets with Series 66 credentials and one year of industry experience. Prior to joining RBC in 2022, he held roles at the University of Minnesota, Robert Half, H&R Block, and worked in education at institutions including William Carey University and Notre Dame University - Louaize Lebanon. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, and charitable organizations, offering tailored portfolio management, financial planning, and brokerage services through a variety of advisory programs.
Amy R
Series 66
Minneapolis, MN
RBC Capital Markets
Amy Royse is a financial advisor at RBC Capital Markets in Minneapolis, MN, with 15 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies based on each client’s risk profile and utilizing both in-house and third-party investment managers.
Daniel S
Series 66
Minneapolis, MN
RBC Capital Markets
Daniel Stark is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds a Series 66 designation and has been with RBC Wealth Management since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies using both in-house and third-party investment managers, providing discretionary and non-discretionary portfolio management alongside financial planning and custody services.
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