Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Michael L
Series 66, Series 63
Rochester, MN
RBC Capital Markets
Michael Laude is a financial advisor at RBC Capital Markets in Rochester, MN, holding Series 66 and Series 63 registrations with seven years of industry experience. Prior to joining RBC Capital Markets in 2025, he worked at U.S. Bank and U.S. Bancorp Investments, Inc. for thirteen years. He serves on the board of directors for the Gift of Life Transplant House, contributing to operational and financial decisions. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides advisory and brokerage services to a diverse client base that includes individual investors, institutions, and charitable organizations. The firm offers tailored investment programs using both in-house and third-party managers, with capabilities that include tax management, responsible investing, and access to alternative investments.
Michelle B
Series 63, Series 66, Series 65
Rochester, MN
RBC Capital Markets
Michelle Backholm is a financial advisor at RBC Capital Markets with 28 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at Morgan Stanley and Stifel. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored strategies, combining in-house and third-party investment managers and customized portfolio management options.
Kurt B
Series 63, Series 66
Rochester, MN
RBC Capital Markets
Kurt Bakken is a financial advisor with RBC Capital Markets in Rochester, MN, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining RBC Capital Markets in 2021. 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 and tailored investment strategies implemented through both in-house and third-party managers.
Timothy E
Series 66
Rochester, MN
RBC Capital Markets
Timothy Ernste is a financial advisor with RBC Capital Markets in Rochester, MN, holding a Series 66 designation and 19 years of industry experience. His career includes positions at City National Bank, Raymond James Financial Services, and Bremer Bank. Ernste serves on the boards of Rochester Central Lutheran School and Trinity Lutheran Church, assisting with budgeting and financial guidance. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs featuring tailored portfolio management, financial planning, and custody services. The firm offers access to in-house and third-party investment managers and integrates multiple strategies including tax management and responsible investing.
Joy S
Series 63, Series 65
Rochester, MN
RBC Capital Markets
Joy Sheets is a financial advisor with RBC Capital Markets in Rochester, MN, holding Series 63 and Series 65 credentials and with 26 years of industry experience. She has been with RBC Capital Markets since 2006. 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 a range of advisory programs and portfolio management services tailored to clients' risk profiles, utilizing both in-house and third-party investment managers.
Paul P
Series 63, Series 65
Rochester, MN
RBC Capital Markets
Paul Peterman is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley in various capacities from 2009 to 2024. He serves as a volunteer committee member for the City of Zumbrota, Minnesota, contributing to efforts to develop a community swimming pool. 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 that provide portfolio management, financial planning, and brokerage services tailored to each client's risk profile and investment preferences.
Diane G
Series 66
Rochester, MN
RBC Capital Markets
Diane Grube is a financial advisor at RBC Capital Markets with seven years of industry experience. She has been with RBC Capital Markets, LLC since 2016 and previously worked at Crenlo. She holds the Series 66 designation. 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 with tailored strategies implemented through a combination of in-house and third-party investment managers, providing discretionary and non-discretionary portfolio management along with financial planning and brokerage services.
Brianne R
Series 66
Rochester, MN
RBC Capital Markets
Brianne Roy is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds the Series 66 designation and has worked with firms including Somerby and Stifel prior to joining RBC. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, combining in-house and third-party managers with options for tax management and responsible investing.
James M
ChFC®, Series 63
Rochester, MN
RBC Capital Markets
James Marquardt is a financial advisor at RBC Capital Markets with 38 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining RBC in 2025, he worked at Trimarq, LLC and Raymond James Financial Services, among other roles. Outside of his advisory work, he serves on the board of directors for the Dodge Center Housing and Redevelopment Authority and Grace Lutheran Church. RBC Wealth Management provides a range of advisory programs serving individual investors, institutional clients, and charitable organizations. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party managers to implement portfolios with various options for rebalancing, tax management, and responsible investing.
Zenon K
Series 66
Rochester, MN
RBC Capital Markets
Zenon Kuzyk is a financial advisor at RBC Capital Markets with 10 years of industry experience. He previously worked for nine years at Morgan Stanley Private Bank. Kuzyk serves on the board of the Rochester Community and Technical College Foundation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customizable portfolio management and integrates both in-house and third-party investment resources.
Lawrence D
Series 63, Series 65
Rochester, MN
RBC Capital Markets
Lawrence Denny is a financial advisor with RBC Capital Markets in Rochester, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining RBC in 2022, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC between 2011 and 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored strategies that incorporate both in-house and third-party investment managers, providing a range of portfolio management, financial planning, custody, and brokerage services.
Kylie S
Series 66
Rochester, MN
RBC Capital Markets
Kylie Strum is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has worked with RBC Capital Markets since 2008, alongside a role at City National Bank since 2019. Outside of her advisory work, she serves as Vice President of the Stewartville Basketball Booster Club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies based on clients’ risk profiles and integrating in-house and third-party investment managers.
Matthew B
Series 66
Rochester, MN
RBC Capital Markets
Matthew Buzzell is a financial advisor with RBC Capital Markets based in Rochester, MN. He holds a Series 66 designation and has 14 years of industry experience. His work history includes roles at RBC Capital Markets since 2011 and City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers.
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.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters