Clive, IA Office

Team
Updated today
RBC Capital Markets logo

RBC Capital Markets

Institution

Firm-wide stats for RBC Capital Markets

Total advisors

3,831

Across 408 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

1250 NW 128th Street, Suite 200

Clive IA 50325-7474

Advisors at this office

28

Advisors at this office

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Marvin G

Series 63

Clive, IA

RBC Capital Markets

Marvin Gilliland is a financial advisor with RBC Capital Markets, holding a Series 63 designation and bringing 57 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets, with over a decade at each firm. 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 tailored advisory programs that combine in-house and third-party investment managers, providing discretionary and non-discretionary portfolio management alongside financial planning 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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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.

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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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.

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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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 designations and over 46 years of industry experience. He has worked at RBC Capital Markets Corporation since 2008 and at City National Bank since 2022. Outside of his advisory role, Fisher serves on the boards of several nonprofit organizations, including the Roosevelt High School Foundation and the Iowa Natural Heritage Foundation, and is involved with a performing arts theater and his church’s foundation. 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 that provide portfolio management, financial planning, and brokerage services, with tailored investment strategies and access to both in-house and third-party 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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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.

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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Emma S

Series 66

Clive, IA

RBC Capital Markets

Emma Stoker is a financial advisor at RBC Capital Markets with Series 66 credentials and one year of industry experience. She previously worked at Ernst & Young and held various roles at Iowa State University. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with customized investment strategies, offering a range of advisory programs and portfolio management 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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Andrew H

Series 63, Series 65

Clive, IA

RBC Capital Markets

Andrew Hensen is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2009, previously at Citigroup Global Markets from 2000 to 2009 and City National Bank from 2020 onward. He serves as a Board of Ambassador 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, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, combining in-house and third-party management 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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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.

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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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.

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 G

Series 66

Clive, IA

RBC Capital Markets

Michael Greth is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including City National Bank, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he serves as a co-trustee for a family trust. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs tailored to client risk profiles and implements portfolios through a mix of internal and third-party managers, with options for tax management, rebalancing, 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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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.

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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Nancy A

Series 63, Series 66

Clive, IA

RBC Capital Markets

Nancy Anstoetter is a financial advisor at RBC Capital Markets with 39 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at City National Bank and Wells Fargo Clearing in previous roles. Outside of her advisory duties, she serves on nonprofit boards focused on poverty reduction, stewardship within a diocese, and a women’s vocational training program in Ghana. 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 tailored investment strategies implemented through both in-house and third-party 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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Jacob G

Series 66

Clive, IA

RBC Capital Markets

Jacob Gaskell is a financial advisor at RBC Capital Markets with 21 years of industry experience. He holds a Series 66 credential and has previously worked at Wells Fargo Clearing, UBS Financial Services, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he serves as an executor for a family friend. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a range of advisory programs that include portfolio management, financial planning, and brokerage services. The firm constructs customized investment strategies using in-house and third-party managers and offers features such as tax management, responsible investing, and alternative investments.

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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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.

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 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.

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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