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

Danny H

CFP®, Series 66

Sturgeon Bay, WI

RBC Capital Markets

Danny Hanson II is a CFP® professional with 12 years of industry experience, currently serving at RBC Capital Markets since 2018. His previous roles include positions at Nicolet Advisory Services, SII Investments, and Nicolet National Bank. Hanson serves on the boards of DOOR CANcer, Inc., a nonprofit organization, and the Sturgeon Bay Youth Baseball Program. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a range of advisory programs and services to individual, institutional, and charitable clients. The firm customizes strategies based on clients’ risk profiles and offers access to both in-house and third-party investment managers along with various portfolio management options.

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

Nancy L

Series 63

Sturgeon Bay, WI

RBC Capital Markets

Nancy Lake is a financial advisor with RBC Capital Markets, holding a Series 63 designation and 37 years of industry experience. She has worked at RBC Capital Markets and its predecessor firm since 2008. 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 a range of advisory programs combining discretionary and non-discretionary portfolio management with financial planning and brokerage services, 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)
user avatar
firm logo

Alison W

Series 66

Sturgeon Bay, WI

RBC Capital Markets

Alison Walker is a financial advisor with RBC Capital Markets in Sturgeon Bay, WI, holding a Series 66 designation and 24 years of industry experience. Her work history includes roles at City National Bank, Nicolet Wealth Management, and SII Investments. She serves as Treasurer of the Door County Maritime Museum and is a board member of the Weidner Center for the Performing Arts. RBC Wealth Management serves a diverse client base including individuals, institutions, and charitable organizations, offering a range of advisory programs and portfolio management 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

Steven A

Series 63, Series 66

Sturgeon Bay, WI

RBC Capital Markets

Steven Abrahamson is a financial advisor with RBC Capital Markets in Sturgeon Bay, WI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with RBC Capital Markets since 2009. Abrahamson serves on the boards of the Door County YMCA and the Door County Memorial Hospital Foundation, where he holds the role of Treasurer. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations, offering customized portfolio management and financial planning through a range of advisory programs.

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

David H

Series 63, Series 66

Sturgeon Bay, WI

RBC Capital Markets

David Harris is a financial advisor with RBC Capital Markets based in Sturgeon Bay, WI, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory work, Harris is involved in several marine-related businesses and nonprofit organizations, including ownership of Atlas Marine and 1000 Island Airboats, LLC, board membership at Chambers Island Marina Co. LLC, service on the Fish Creek Harbor Commission, and volunteer work as a firefighter with Gibraltar Fire and Rescue. He also serves on the board of the Door County Land Trust. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension and profit-sharing plans, corporations, and charities. The firm offers a range of advisory programs with tailored investment strategies and integrates capabilities across capital markets and asset management affiliates.

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”)