Dakota Dunes, SD Gold Circle Office

Jason Kleis is a financial advisor with RBC Capital Markets, LLC, holding Series 63, Series 65, and Series 66 registrations and with 29 years of industry experience. He has been with RBC Capital Markets since 2016. Outside of his advisory role, Kleis coaches boys basketball for the Dakota Valley School District. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual, institutional, pension, corporate, and charitable clients. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing tailored investment strategies through a combination of in-house and third-party managers.

John Spies is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 customizes strategies based on clients’ risk profiles and leverages both in-house and third-party investment managers.

Kristi Ver Steeg is a financial advisor with RBC Capital Markets and holds a Series 66 designation. She has three years of prior experience at Farm Bureau Financial Services/Gordon Drive Partners and eight years working in the Lawton-Bronson Community School District. 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 a range of advisory programs with tailored investment strategies and access to both in-house and third-party managers, supported by RBC’s extensive capital markets capabilities.

Deette Jonas is a financial advisor with RBC Capital Markets in Dakota Dunes, SD, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory role, she serves as an elected officer for her homeowners association, assisting with meeting minutes and resident communications. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a variety of wrap fee advisory programs with tailored investment strategies and access to both in-house and third-party managers.

James Augustine is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. 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 range of advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides integrated portfolio management, financial planning, and brokerage services.

Deric Redmond is a financial advisor at RBC Capital Markets with 17 years of industry experience and holds a Series 66 designation. He has worked at RBC Capital Markets since 2009 and is currently affiliated with City National Bank. Redmond serves on the board of directors for the Crittenton Center, a nonprofit providing services to children, individuals, and families in need. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with customized investment strategies, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm employs a range of in-house and third-party investment managers and provides options for tax management, responsible investing, and alternative investments.

Nicholas Nelson is a financial advisor at RBC Capital Markets with six years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2019. Prior to his current role, he worked at Briar Cliff University for 12 years. Outside of his financial career, Nelson serves on the board and finance committee of Camp High Hopes, a nonprofit camp for individuals with disabilities, and participates in local educational and charitable foundations. 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 provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles and investment preferences.