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Aaron F
Series 66
Minneapolis, MN
RBC Capital Markets
Aaron Funk is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 22 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he is involved in selling property and casualty insurance and provides pro bono financial planning support to individuals in the Minneapolis area. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, featuring discretionary and non-discretionary portfolio management alongside financial planning, custody, and brokerage services.
George M
Series 66
Minneapolis, MN
RBC Capital Markets
George Morrison II is a financial advisor at RBC Capital Markets in Minneapolis, MN. He holds a Series 66 designation and has one year of industry experience. His prior experience includes roles at Grazzini Brothers & Company and Mortgage Solutions Financial. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, pension, corporate, and charitable clients. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by RBC’s capital markets and affiliated asset management capabilities.
Jason B
CFP®, Series 63
Minneapolis, MN
RBC Capital Markets
Jason Beumer is a CFP®-certified financial advisor with RBC Capital Markets in Minneapolis, MN. He joined RBC Capital Markets in 2025 after 13 years at US Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile and investment needs.
Kipp W
Series 63, Series 65
Minneapolis, MN
RBC Capital Markets
Kipp Walberg is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. 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 multiple wrap fee advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides comprehensive portfolio management and financial planning services.
Lisa R
Series 63, Series 66
Minneapolis, MN
RBC Capital Markets
Lisa Rash is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at RBC Capital Markets since 2014, following a tenure at U.S. Bancorp Piper Jaffray beginning in 1997. 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 multiple advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital-markets capabilities and affiliated asset managers.
Leland G
Series 66
Minneapolis, MN
RBC Capital Markets
Leland Gonzales is a financial advisor with RBC Capital Markets in Minneapolis, MN. He holds a Series 66 designation and has six years of industry experience, including prior roles at Ameriprise, Commonwealth Financial Network, and Allianz Life Financial Services. Outside of his advisory work, he is employed in hospitality roles at several local establishments, including a distillery and restaurants. RBC Wealth Management serves a diverse client base ranging from individual investors to institutional and charitable organizations. The firm offers various advisory programs with customizable portfolio management and integrates both in-house and third-party investment managers, supported by RBC’s capital-markets capabilities.
Mark M
Series 63, Series 66
Minneapolis, MN
RBC Capital Markets
Mark Mc Kinney is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 licenses and 34 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2015 to 2019. In addition to his advisory role, Mc Kinney serves as an independent contractor participating on FINRA arbitration boards. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.
John N
Series 63, Series 65
Minneapolis, MN
RBC Capital Markets
John Nikolou is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 credentials with 25 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 the Roseville Ice Arena, providing guidance to advance player development within the hockey association. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.
Taylor J
Series 63, Series 65
Minneapolis, MN
RBC Capital Markets
Taylor Johnson is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has been with Royal Bank of Canada since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs tailored to clients’ risk profiles, utilizing a mix of in-house and third-party investment managers and providing a range of portfolio management, financial planning, custody, and brokerage services.
Matthew T
Series 66
Minneapolis, MN
RBC Capital Markets
Matthew Tonsager is a financial advisor at RBC Capital Markets in Minneapolis, MN, with 16 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2011. Outside of his advisory role, he is a co-owner of Gullton, LLC, a carpentry and woodworking business. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual, institutional, and charitable investors. The firm offers tailored investment strategies through multiple advisory programs, combining in-house and third-party managers with options for personalized portfolio management and financial planning.
William R
Series 63, Series 66
Minneapolis, MN
RBC Capital Markets
William Ringham is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves as a council member for the America Endowment Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs and portfolio management services that integrate both in-house and third-party investment managers.
Michael R
Series 66
Minneapolis, MN
RBC Capital Markets
Michael Ribando is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and having seven years of industry experience. His prior work includes roles at Principal Financial Group, Fastenal, and the University of Northern Iowa. 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 strategies implemented through a combination of in-house and third-party managers, along with various portfolio management options and integrated capital-markets capabilities.
David S
Series 66
Minneapolis, MN
RBC Capital Markets
David Scharenbroich is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and six years of industry experience. He has worked at RBC Capital Markets since 2018 and previously spent four years with All Star Trophy and Awards. Outside the industry, he works as a golf caddy on an independent contractor basis at Spring Hill Golf Club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment resources.
Isaac A
Series 66
Minneapolis, MN
RBC Capital Markets
Isaac Armitage is a financial advisor at RBC Capital Markets with two years of industry experience. He holds a Series 66 designation and has previously worked at Bremer Financial Corporation and Bremer Insurance Agencies. Isaac’s background also includes roles at CHS, Inc. and Aston Carter, as well as positions related to golf organizations. 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 a variety of wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.
Quintin M
Series 66
Minneapolis, MN
RBC Capital Markets
Quintin Mc Donald is a financial advisor with RBC Capital Markets in Minneapolis, MN. He holds a Series 66 designation and has one year of industry experience. Prior to joining RBC, he worked at DSB Rock Island WM and had diverse roles including a position at Fence Concepts and part-time work with DoorDash during his college years. RBC Wealth Management serves a wide range of clients 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 each client’s risk profile through a combination of internal and third-party investment managers.
Pa V
Series 66
Minneapolis, MN
RBC Capital Markets
Pa Vue is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with three years of industry experience. Prior to joining RBC Capital Markets in 2021, Pa Vue worked at Rasmussen University and Tory Burch. 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 a range of advisory programs with customizable portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.
Emma J
Series 66
Minneapolis, MN
RBC Capital Markets
Emma Johnson is a financial advisor with RBC Capital Markets holding a Series 66 designation. She has worked at RBC Capital Markets since 2024 and has prior experience at Pioneer Bank and various other firms in non-financial roles. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client's risk profile.
Eric A
Series 66
Minneapolis, MN
RBC Capital Markets
Eric Anderson is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 23 years of industry experience. He has been with RBC Capital Markets since 2008 and also has experience at City National Bank since 2017. Outside of his advisory role, Anderson has served on the board of directors for the Children's Theatre Company and the MacPhail Center for Music. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering various advisory programs with discretionary and non-discretionary portfolio management. The firm customizes strategies based on each client’s Advisory Risk Profile and leverages both in-house and third-party managers, providing access to a broad range of investment solutions and capital-markets capabilities.
Matthew S
Series 66
Minneapolis, MN
RBC Capital Markets
Matthew Solnitzky is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds a Series 66 designation and has worked at RBC Wealth Management since 2017, following a ten-year tenure at RBC Global Asset Management US Inc. 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 investment strategies implemented through both in-house and third-party managers.
Peggy R
Series 63, Series 66
Minneapolis, MN
RBC Capital Markets
Peggy Rokala is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. She has worked at RBC Capital Markets since 2008. 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 featuring discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.
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