Bettendorf, IA 56th Ave West Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$280,746,088,986
ClientsTotal clients
275,938
AdvisorsAdvisors at this office
19
Of 3,839 advisors across 402 offices
Location
2308 56th Ave West
Bettendorf IA 52722
Advisors at this office
19
Advisors at this office
Stephenson G
Series 63, Series 65
Bettendorf, IA
RBC Capital Markets
Stephenson Gragg is a financial advisor with RBC Capital Markets in Bettendorf, IA, holding Series 63 and Series 65 licenses and 34 years of industry experience. His prior work includes roles at City National Bank, Bank of America, and Merrill. He is a passive owner of a family outdoor advertising business. 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 variety of advisory programs featuring discretionary and non-discretionary portfolio management tailored to clients’ risk profiles and incorporates a mix of in-house and third-party investment managers.
Katie M
ChFC®, Series 66
Bettendorf, IA
RBC Capital Markets
Katie Meloan is a financial advisor at RBC Capital Markets with 24 years of industry experience. She holds the ChFC® and Series 66 designations. Her prior experience includes roles at Bank of America, N.A. and Merrill. Outside of financial advising, she has check writing authority for an audio visual rental business, Audio Visual Resource QC Inc. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering tailored investment strategies through various advisory programs that combine in-house and third-party portfolio management and financial planning services.
Alec F
Series 66
Bettendorf, IA
RBC Capital Markets
Alec Fetterer is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC in 2025, he worked at UPS for one year. Outside of finance, he owns and operates Transform Tutoring LLC, providing part-time ACT test tutoring. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, integrating in-house and third-party investment managers alongside a range of investment options.
Connor W
Series 63, Series 65
Bettendorf, IA
RBC Capital Markets
Connor Welvaert is a financial advisor at RBC Capital Markets with 10 years of industry experience. He previously worked for Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. He holds Series 63 and Series 65 designations. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors across wealth levels, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.
William S
Series 63, Series 65
Bettendorf, IA
RBC Capital Markets
William Sandry is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Outside of his advisory work, he serves as president and consultant for Vita Nova Ministries, a religious institution. RBC Wealth Management serves a diverse client base that includes individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with tailored strategies based on clients’ risk profiles.
Aric K
Series 66
Bettendorf, IA
RBC Capital Markets
Aric Kreeger is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. His prior roles include positions at City National Bank and United Fruit and Produce, as well as fourteen years with ADB Companies LLC. 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 portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.
Courtney R
Series 63, Series 66
Bettendorf, IA
RBC Capital Markets
Courtney Rodriguez is a financial advisor with RBC Capital Markets in Bettendorf, Iowa, holding Series 63 and Series 66 designations and 15 years of industry experience. She has worked at RBC Capital Markets since 2014 and has also been affiliated with City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients, including high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile and investment preferences.
Sara S
Series 66
Bettendorf, IA
RBC Capital Markets
Sara Schreck is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill for ten years prior to joining RBC Capital Markets in 2022. 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 multiple advisory programs tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers alongside various portfolio management services.
Skyler S
Series 66
Bettendorf, IA
RBC Capital Markets
Skyler Sandry is a financial advisor with RBC Capital Markets in Bettendorf, IA, holding a Series 66 license and 10 years of industry experience. Prior to joining RBC in 2022, he worked at Merrill and Bank of America from 2016 to 2022. He serves on the board of a local non-profit ministry focused on outreach to coaches and athletes and is involved in nonprofit financial committees as well as the development of a Bible-reading app. RBC Wealth Management, a division of RBC Capital Markets, offers advisory, financial planning, custody, and brokerage services to a diverse client base including individuals, institutions, and charitable organizations. The firm tailors investment strategies to client risk profiles and incorporates in-house and third-party managers, providing a range of program structures and options.
Bonnie M
Series 63, Series 65
Bettendorf, IA
RBC Capital Markets
Bonnie Musal is a financial advisor with RBC Capital Markets in Bettendorf, Iowa, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. She previously worked at Merrill from 1974 to 2022 before joining RBC Capital Markets in 2022. Outside of her advisory role, she is the president of a family-held farming LLC in Iowa. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals and institutions, offering customized portfolio management and advisory programs through a combination of in-house and third-party managers.
Tyler H
Series 66
Bettendorf, IA
RBC Capital Markets
Tyler Hoeksema is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation and previously worked at Trust Company of NC and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations with tailored advisory programs that include portfolio management, financial planning, and brokerage services. The firm utilizes a combination of in-house and third-party investment managers and offers strategies aligned with clients' risk profiles.
Michael G
Series 66
Bettendorf, IA
RBC Capital Markets
Michael Gauss is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation and previously worked at Kent Nutrition Group from 2015 to 2024. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored portfolio management, financial planning, and brokerage services. The firm offers a range of advisory programs and leverages both in-house and third-party investment managers to implement strategies aligned with clients' risk profiles.
Christina S
Series 66
Bettendorf, IA
RBC Capital Markets
Christina Sandry is a financial advisor at RBC Capital Markets holding a Series 66 designation with four years of industry experience. Her prior roles include positions at Merrill and customer service work at Chick-Fil-A. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, 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.
Malcolm S
Series 66
Bettendorf, IA
RBC Capital Markets
Malcolm Seline is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2014 and City National Bank since 2018. Outside of his advisory role, he volunteers with Alternatives for the Older Adult, assisting low-income seniors with financial tasks, and serves on the Board of Directors for the Davenport Quarterback Club, a social club supporting University of Iowa athletics. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management and financial planning tailored to clients' risk profiles, utilizing both in-house and third-party investment managers.
Ryan J
CFP®, Series 63
Bettendorf, IA
RBC Capital Markets
Ryan Jennings is a CFP® certificant with six years of industry experience. He is currently with RBC Capital Markets and previously worked at MSCI Inc., Nikulski Financial, Buckingham Asset Management, and Quad-Cities Investment Group. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile. The firm integrates in-house and third-party investment managers and offers specialized options including tax management and responsible investing.
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