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Brett W

Series 66

Fargo, ND

RBC Capital Markets

Brett Winkelman is a financial advisor with RBC Capital Markets in Fargo, ND, holding a Series 66 designation and six years of industry experience. His previous work includes roles at City National Bank, Wells Fargo Clearing, and the Fargo Assembly Company. He serves on the advisory boards for the NDSU Industrial Engineering program and the Fellowship of Christian Athletes of North Dakota. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a range of advisory programs and services to individual, institutional, and corporate clients. The firm offers customized portfolio management solutions using both in-house and third-party investment resources, with options for tax management and responsible investing.

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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