Clive, IA 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
27
Of 3,839 advisors across 402 offices
Location
1250 NW 128th Street, Suite 200
Clive IA 50325-7474
Advisors at this office
27
Advisors at this office
Marvin G
Series 63
Clive, IA
RBC Capital Markets
Marvin Gilliland is a financial advisor at RBC Capital Markets with 56 years of industry experience. He holds a Series 63 designation and previously worked at Morgan Stanley Private Bank, N.A. from 2015 to 2021. 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 and investment preferences.
Mari B
Series 63, Series 66
Clive, IA
RBC Capital Markets
Mari Bunney is a financial advisor with RBC Capital Markets in Clive, Iowa, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with RBC Capital Markets since 2015. Outside of her advisory role, Bunney serves on the board of directors for the Iowa Center for Economic Success, a nonprofit focused on supporting small businesses in Iowa. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs and portfolio management services tailored to clients’ risk profiles.
John M
Series 63, Series 65
Clive, IA
RBC Capital Markets
John Metz is a financial advisor at RBC Capital Markets with 42 years of industry experience. He has held his current position since 2008 and holds Series 63 and Series 65 licenses. 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 a tailored investment approach utilizing both in-house and third-party managers, along with various portfolio management and financial planning services.
John F
Series 63, Series 66
Clive, IA
RBC Capital Markets
John Fisher is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. He has been with RBC Capital Markets since 2008 and also works with City National Bank. Outside of his advisory work, he serves on the boards of the Roosevelt High School Foundation, the Iowa Natural Heritage Foundation, Hoyt Sherman Place performing arts theater, and Central Presbyterian Church Foundation. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a range of advisory programs and services to individual and institutional clients. The firm offers customized portfolio management and financial planning solutions, utilizing both in-house and third-party investment managers to implement strategies aligned with clients’ risk profiles.
Ryan J
CFP®, Series 63, Series 65
Clive, IA
RBC Capital Markets
Ryan Johnston is a CFP® with 10 years of industry experience. He is currently with RBC Capital Markets, where he has worked since 2017, and has prior experience at City National Bank, Mark Doyle Insurance Agency, and State Farm VP Management Corp. 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 a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles and investment preferences.
Andrew H
Series 63, Series 65
Clive, IA
RBC Capital Markets
Andrew Hensen is a financial advisor with RBC Capital Markets in Clive, IA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked at RBC Capital Markets since 2009 and previously at City National Bank. Hensen serves on the Board of Ambassadors for Coaches vs. Cancer, a non-profit organization raising funds for the American Cancer Society. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside a range of portfolio management and financial planning services.
Michael C
Series 63, Series 65
Clive, IA
RBC Capital Markets
Michael Chenchar is a financial advisor with RBC Capital Markets in Clive, Iowa. He holds Series 63 and Series 65 credentials and has 46 years of industry experience. He has worked at RBC Capital Markets since 2009 and has been affiliated with a related city entity since 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs tailored to clients' risk profiles, using a combination of internal and third-party investment managers and a range of portfolio management and financial planning services.
Lucas I
Series 63, Series 66
Clive, IA
RBC Capital Markets
Lucas Itzen is a financial advisor with RBC Capital Markets in Clive, Iowa, holding Series 63 and Series 66 licenses and four years of industry experience. He joined RBC Capital Markets in 2024 after roles with Axos Clearing, Charles Schwab, and TD Ameritrade. RBC Wealth Management serves individual investors, institutional clients, corporations, and charitable organizations with tailored investment strategies and offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services.
Michael G
Series 66
Clive, IA
RBC Capital Markets
Michael Greth is a financial advisor with RBC Capital Markets and holds a Series 66 credential. He has 22 years of industry experience, including roles at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory work, he serves as a co-trustee for a family trust. RBC Wealth Management, a division of RBC Capital Markets, provides investment and financial planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored portfolio management through multiple advisory programs and integrates both in-house and third-party investment resources.
Christina L
Series 66
Clive, IA
RBC Capital Markets
Christina Lenze is a financial advisor at RBC Capital Markets with four years of industry experience. She holds the Series 66 designation and previously worked at Principal Financial Group and Premier Credit Union. 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 that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services, utilizing both in-house and third-party investment managers.
Nancy A
Series 63, Series 66
Clive, IA
RBC Capital Markets
Nancy Anstoetter is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory work, she serves on the board of directors for a women's vocational program in Ghana and participates in community leadership and stewardship activities within local organizations. 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 a variety of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, featuring options for portfolio customization, tax management, and responsible investing.
Jacob G
Series 66
Clive, IA
RBC Capital Markets
Jacob Gaskell is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has 21 years of industry experience, with prior roles at Wells Fargo Clearing and WELLS FARGO Advisors. He also serves as an executor for a family friend. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm provides customized portfolio management and financial planning services through multiple advisory programs, utilizing a mix of in-house and third-party investment managers.
Mark M
Series 63, Series 66
Clive, IA
RBC Capital Markets
Mark Mazzie is a financial advisor with RBC Capital Markets who holds Series 63 and Series 66 credentials and has 29 years of industry experience. He has worked at RBC Capital Markets Corporation since 2008 and concurrently with City National Bank since 2020. Outside of his advisory role, Mazzie serves as president of the Iowa Chi Chapter of Sigma Alpha Epsilon Fraternity Housing Corporation. 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 wrap fee advisory programs and customizes investment strategies through a combination of in-house and third-party managers, with features such as tax management and responsible investing.
Michael R
Series 63, Series 65
Clive, IA
RBC Capital Markets
Michael Rooney is a financial advisor with RBC Capital Markets in Clive, Iowa, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with RBC Capital Markets since 2008 and also works at City National Bank. Outside of his advisory role, he serves on the Ankeny School District School Board and is a director of the South West Iowa Game Club. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs and combines in-house and third-party investment management resources.
Elizabeth W
Series 66
Clive, IA
RBC Capital Markets
Elizabeth Webb is a financial advisor with RBC Capital Markets, holding a Series 66 designation and bringing 23 years of industry experience. She has worked at RBC Capital Markets since 2009 and is currently affiliated with City National Bank as well. 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 a range of wrap fee advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, alongside custody and brokerage services.
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