Brookfield, WI W Corporate Drive Office

Team
Updated today
RBC Capital Markets logo

RBC Capital Markets

Institution

Firm-wide stats for RBC Capital Markets

Total advisors

3,838

Across 407 offices

Clients per advisor

72 Low

Avg AUM per client

$1,017,425 Very High

HNW client ratio

4% Very Low

About

RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base that includes individual investors (both non‑HNW and high‑net‑worth), institutional clients, pension and profit‑sharing plans, corporations, and charitable organizations. It offers multiple wrap fee advisory programs—RBC Advisor, Portfolio Focus, RBC Unified Portfolio, Consulting Solutions, and a Managed Account Program—providing discretionary and non‑discretionary portfolio management, financial planning, custody, and brokerage services.

The firm tailors strategies to each client’s Advisory Risk Profile and implements portfolios through a mix of in‑house and third‑party Investment Managers, Model Providers, and an Overlay Manager (either RBC WM or Envestnet), with choices for rebalancing frequency, tax‑management, and responsible‑investing screens. Program accounts are administered as unified or sleeve‑based structures (RBC UP) and may include fund share‑class conversions, cash sweep options, and alternative investments or annuities as described in the brochure.

RBC’s capital‑markets footprint and affiliated capabilities are notable features: RBC Capital Markets is registered with the CFTC as a futures commission merchant and as a swap firm, the firm’s affiliated asset managers (for example, RBC GAM – U.S. and RBC Rochdale) serve as Investment Managers and Model Providers, and the firm makes alternative investments (including feeder‑fund structures) and pooled vehicles available to clients. The brochure also discloses municipal‑related activities and regulatory matters and describes integrated lending and cash‑sweep arrangements with affiliated banks, all of which are identified as potential conflicts and are disclosed in the firm’s materials.

Based on RBC Capital Markets

Expertise

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management

Based on RBC Capital Markets

Occupation focus

Executive Founder/Business Owner Retired Financial Professional

Based on RBC Capital Markets

Demographic focus

Approaching retirement HENRY (High Earners, Not Rich Yet)

Based on RBC Capital Markets

Location

18500 W Corporate Drive, Suite 100

Brookfield WI 53045

Advisors at this office

17

Advisors at this office

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John D

Series 66

Brookfield, WI

RBC Capital Markets

John Dunn is a financial advisor at RBC Capital Markets with Series 66 registration and three years of industry experience. His prior roles include work at Vrakas CPAs + Advisors and employment unrelated to finance, such as at Oscar's Frozen Custard. 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 that provide portfolio management, financial planning, custody, and brokerage services, utilizing a combination of in-house and third-party investment managers tailored to clients’ advisory risk profiles.

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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Suzanne R

Series 63, Series 66

Brookfield, WI

RBC Capital Markets

Suzanne Rinelli is a financial advisor at RBC Capital Markets with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with RBC Capital Markets and its affiliated entities since 2008. Outside of her advisory role, she is actively involved as the owner and contact for SBR Management LLC, which manages an apartment building. 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 customized portfolio management and financial planning services tailored to each client’s risk profile.

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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Matthew K

Series 66

Brookfield, WI

RBC Capital Markets

Matthew Kolb is a financial advisor with RBC Capital Markets, holding a Series 66 designation and nine years of industry experience. He has been with RBC Capital Markets since 2018, previously working at Edward Jones and the University of Dayton. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage 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)
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Michael S

Series 63, Series 65

Brookfield, WI

RBC Capital Markets

Michael Sellinger is a financial advisor at RBC Capital Markets with 39 years of industry experience. He has held positions at RBC Capital Markets since 2015 and previously worked at Cleveland Hauswirth Investment Management, Inc. from 2006 to 2014. He holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs. The firm offers tailored portfolio management, financial planning, and brokerage services using 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)
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Scott W

Series 63, Series 65

Brookfield, WI

RBC Capital Markets

Scott Wick is a financial advisor with RBC Capital Markets in Brookfield, WI, holding Series 63 and Series 65 credentials with 42 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously at City National Bank from 2018 to 2025. Outside of his advisory role, Scott serves as an officer and treasurer on the board of a private family charitable foundation focused on community organizations related to school choice, health and wellness, and religious endeavors. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm utilizes both in-house and third-party investment managers and offers customizable investment strategies tailored to each client’s risk profile.

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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Heidi S

Series 66

Brookfield, WI

RBC Capital Markets

Heidi Schilling is a financial advisor at RBC Capital Markets based in Brookfield, WI, holding a Series 66 designation with one year of industry experience. She has been with RBC Capital Markets since 2006. 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 various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients' risk profiles through a combination of 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)
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Susan W

Series 63, Series 65

Brookfield, WI

RBC Capital Markets

Susan Walton is a financial advisor with RBC Capital Markets in Brookfield, WI. She holds Series 63 and Series 65 designations and has 34 years of industry experience. She has worked at RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, 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 that incorporate both in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

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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Rachel P

CFP®, Series 63, Series 66

Brookfield, WI

RBC Capital Markets

Rachel Panasuk is a Certified Financial Planner® with 23 years of industry experience. She is affiliated with RBC Capital Markets and City National Bank, having worked at RBC Capital Markets since 2008 and City National Bank since 2017. She serves as a committee member for Secure Futures, a nonprofit that provides financial literacy programs aimed at empowering students to make sound financial decisions. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party managers while providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

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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Danny V

Series 63, Series 65

Brookfield, WI

RBC Capital Markets

Danny Viola is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2010. 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 offers a variety of advisory programs tailored to clients’ risk profiles and utilizes both in-house and third-party investment managers to implement portfolios.

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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Keith S

Series 66

Brookfield, WI

RBC Capital Markets

Keith Sierra is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2015. Outside of his advisory role, he serves on the boards of the Catholic Community Foundation and Journey House Inc., both nonprofit organizations based in Milwaukee. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs and portfolio management services tailored to client risk profiles, using a combination of 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)
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Tamara G

Series 66

Brookfield, WI

RBC Capital Markets

Tamara Gessay is a financial advisor at RBC Capital Markets with 19 years of experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2007. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ risk profiles and 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)
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Nicholas W

Series 63, Series 65

Brookfield, WI

RBC Capital Markets

Nicholas Webster is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2008 and City National Bank since 2019. Outside of his advisory role, he is a hands-off owner of a residential property managed by a family member. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles through a variety of in-house and third-party investment resources.

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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Kelley W

CFP®, Series 66

Brookfield, WI

RBC Capital Markets

Kelley Wolff is a CFP®-designated financial advisor at RBC Capital Markets with five years of industry experience. Prior to joining RBC in 2026, Wolff worked at Edward Jones, Robert W Baird, and the Commonwealth Bank of Australia. Wolff also operated Milwaukee Food & City Tours from 2015 to 2017. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering tailored advisory programs with a range of portfolio management and financial planning services. The firm utilizes both in-house and third-party investment managers and provides options for tax management, rebalancing frequency, 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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Julie B

Series 65, Series 63

Brookfield, WI

RBC Capital Markets

Julie Brandt is a financial advisor at RBC Capital Markets with 28 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including U.S. Bancorp Investments, Global View Capital Management, Northwestern Mutual Investment Management, Merrill, and Red Granite Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, using a tailored approach based on clients’ Advisory Risk Profiles and a mix of internal and external 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)
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Daniel K

Series 63, Series 65

Brookfield, WI

RBC Capital Markets

Daniel Kolb is a financial advisor with RBC Capital Markets in Brookfield, WI, holding Series 63 and Series 65 licenses and 41 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he has served as Vice President of the Board of Directors at Westmoor Country Club and was on the Board of Directors for The Guest House, a homeless shelter for men in Milwaukee. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors. The firm offers a range of advisory programs with customized investment strategies that incorporate in-house and third-party managers, along with various portfolio management and financial planning services.

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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