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Janet M
Series 66
Wayzata, MN
RBC Capital Markets
Janet Mcconkey is a financial advisor at RBC Capital Markets with eight years at the firm and a total of 14 years in the industry. She holds the Series 66 designation and previously worked at Schluchter Investment Advisors. Outside of her advisory role, she owns North Star Grant Writing, LLC, which provides grant writing and nonprofit consultation services. 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 investment strategies implemented through a combination of in-house and third-party managers.
Rick S
Series 63, Series 65
Wayzata, MN
RBC Capital Markets
Rick Sterling is a financial advisor with RBC Capital Markets in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at RBC Capital Markets since 2008 and has been associated with City National Bank since 2018. 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 various advisory programs with tailored portfolio management strategies that utilize both in-house and third-party investment managers.
Julie P
Series 66
Wayzata, MN
RBC Capital Markets
Julie Perrella is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds a Series 66 designation and has been with RBC since 2021. Prior to joining RBC, her experience includes roles at Dentalle and Best Properties. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customized investment strategies utilizing both in-house and third-party managers.
Henry S
Series 66
Wayzata, MN
RBC Capital Markets
Henry Schulenberg is a financial advisor with RBC Capital Markets based in Wayzata, MN. He holds a Series 66 designation and has four years of industry experience, including previous roles at City National Bank and SkyView Partners. He graduated from St. Olaf College. RBC Wealth Management serves a diverse client base ranging from individual investors to institutions, offering a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies according to each client’s risk profile and utilizes both in-house and third-party managers to implement portfolios.
Ryan A
Series 66
Wayzata, MN
RBC Capital Markets
Ryan Alstead is a Series 66 licensed financial advisor with RBC Capital Markets in Wayzata, Minnesota, bringing 24 years of industry experience. He has been with RBC Capital Markets since 2008 and also works with City National Bank. Outside of his advisory role, he serves on the board of Wayzata Plymouth Youth Football, where he is responsible for purchasing football equipment. 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 wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.
Natalie S
Series 66
Wayzata, MN
RBC Capital Markets
Natalie Sweazey is a financial advisor with RBC Capital Markets, holding a Series 66 designation and nine years of industry experience. Her career includes multiple roles at RBC Capital Markets and Wells Fargo Clearing from 2015 to the present. 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 various wrap fee advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles through a combination of in-house and third-party investment managers.
Jessica D
Series 63, Series 65
Wayzata, MN
RBC Capital Markets
Jessica Dittrich is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with RBC Capital Markets since 2015. Outside of her advisory role, she serves as president of the Maple Crest Dock Association, an unpaid position involving financial administration. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and organizations, offering a range of advisory programs with customizable investment strategies implemented through both in-house and third-party managers.
Molly M
Series 66
Wayzata, MN
RBC Capital Markets
Molly Maher is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation. Prior to her current role, she has been involved with community organizations including the Hastings Family Aquatic Center and Duluth Heritage Sports Center. 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 a variety of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.
William K
Series 66
Wayzata, MN
RBC Capital Markets
William Kuehn is a financial advisor at RBC Capital Markets in Wayzata, MN, with 12 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2013. 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 wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.
Thomas B
Series 63, Series 65
Wayzata, MN
RBC Capital Markets
Thomas Brandt is a financial advisor with RBC Capital Markets in Wayzata, MN, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at RBC Capital Markets since 2009 and also at City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, corporate, and charitable clients through a variety of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm employs tailored investment strategies utilizing both in-house and third-party managers and provides access to alternative investments and integrated capital markets services.
Rachel G
Series 66
Wayzata, MN
RBC Capital Markets
Rachel Greenwald is a financial advisor at RBC Capital Markets with two years of industry experience. She holds a Series 66 designation and has previously been involved in entrepreneurial ventures, including ownership of a restaurant. Prior to her advisory role, she also worked in education at the University of Kansas. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutions. The firm offers tailored portfolio management and financial planning services through various advisory programs, utilizing a combination of in-house and third-party Investment Managers.
Ashley S
Series 66
Wayzata, MN
RBC Capital Markets
Ashley Stensrud is a financial advisor with RBC Capital Markets in Wayzata, MN, holding a Series 66 credential and seven years of industry experience. Prior to joining RBC in 2022, she worked at Bank of America and Merrill from 2016 to 2020. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies based on client risk profiles and utilizing both in-house and third-party investment resources.
Jason B
Series 66
Wayzata, MN
RBC Capital Markets
Jason Bowles is a financial advisor with RBC Capital Markets in Minnetonka, MN, holding a Series 66 credential and 25 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, Bowles serves on the Board of Trustees for The Blake School and is Treasurer of the Sigma Pi Phi Omicron Chapter, a professional fraternity. 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 a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, alongside specialized services such as tax management and responsible investing.
Elizabeth G
Series 66, Series 63
Wayzata, MN
RBC Capital Markets
Elizabeth Gustafson is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds Series 66 and Series 63 designations. Her work history includes positions at City National Bank, Cercano Management, LLC, and Envoi LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, along with a range of portfolio management and financial planning services.
Rick P
Series 63, Series 65
Wayzata, MN
RBC Capital Markets
Rick Patton is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad 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.
Angela K
CFP®, Series 63, Series 65
Wayzata, MN
RBC Capital Markets
Angela Kiefer is a financial advisor with RBC Capital Markets in Wayzata, MN, holding CFP®, Series 63, and Series 65 designations and 41 years of industry experience. She has worked at RBC Capital Markets since 2011 and previously at City National Bank. Angela is also a notary public in Minnesota. 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 provides a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, offering discretionary and non-discretionary portfolio management along with financial planning and custody services.
Matthew G
Series 66
Wayzata, MN
RBC Capital Markets
Matthew Gribben is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds a Series 66 designation and has worked at City National Bank and Citizens State Bank. Outside of finance, he was involved with the La Crosse Area Family YMCA and the University of Wisconsin La Crosse. 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 various advisory programs with tailored strategies using a combination of in-house and third-party investment managers, alongside features such as tax management and responsible investing options.
Kristi M
Series 66
Wayzata, MN
RBC Capital Markets
Kristi Morton is a financial advisor at RBC Capital Markets in Wayzata, MN, holding a Series 66 designation with nine years of industry experience. She has been with RBC Capital Markets since 2016. 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 multiple advisory programs with tailored investment strategies and access to a range of in-house and third-party investment managers, along with various portfolio management and financial planning services.
Craig S
Series 63, Series 65
Wayzata, MN
RBC Capital Markets
Craig Shaver III is a financial advisor with RBC Capital Markets in Wayzata, MN, holding Series 63 and Series 65 credentials and has 42 years of industry experience. He has been with RBC Capital Markets since 2009 and previously worked at City National Bank. Outside of his advisory role, he is actively involved in managing a farm he owns. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with customized investment strategies implemented through a combination of in-house and third-party managers.
Katherine M
Series 66
Wayzata, MN
RBC Capital Markets
Katherine Manahan is a financial advisor with RBC Capital Markets based in Wayzata, MN, holding a Series 66 credential and seven years of industry experience. Her prior roles include positions at Boulay Financial Advisors, Merrill, and Victory Capital Management. Outside of her advisory work, she is involved with the Alpha Gamma Delta sorority at the University of Minnesota, where she attends monthly meetings focused on chapter goals and supports undergraduates with scholarship improvement plans; she also serves as a substitute house director for the sorority. RBC Wealth Management serves a broad client base, including individual investors, institutions, and charitable organizations, offering a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles. The firm utilizes a combination of in-house and third-party investment managers and offers integrated capital-markets and lending capabilities.
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