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Rachel H

Series 66

Mora, MN

RBC Capital Markets

Rachel Heidelberger is a financial advisor with RBC Capital Markets, holding a Series 66 designation and bringing 18 years of industry experience. She previously worked at RiverSource / Ameriprise Financial for seven years before joining RBC in 2020. Outside of financial advising, she is involved in managing Heidelberger Farm Equipment LLC, a farm equipment and auction business, and operates a small cattle farming business. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored advisory programs utilizing a combination of in-house and third-party investment managers, with a range of 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)
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