Delafield, WI Main Street Office

Team
Updated today

Client AUM

$280,746,088,986

Clients

275,938

Advisors

13

Of 3,838 advisors across 404 offices

Location

525 Main Street, Suite 410

Delafield WI 53018

Advisors at this office

13

Advisors at this office

user avatar

James K

Series 63, Series 65

Delafield, WI

RBC Capital Markets

James Kieckhaefer is a financial advisor with RBC Capital Markets based in Delafield, WI. He holds Series 63 and Series 65 designations and has 34 years of industry experience. His prior firms include Wells Fargo Advisors, Wells Fargo Clearing, and City National Bank. Kieckhaefer serves as co-trustee for his mother. RBC Wealth Management serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles and implemented through a mix 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)
user avatar

Matthew L

ChFC®, Series 63

Delafield, WI

RBC Capital Markets

Matthew Lynch is a financial advisor with RBC Capital Markets in Delafield, WI, holding the ChFC® and Series 63 designations and bringing seven years of industry experience. His prior roles include positions at Pacer Financial, Inc. and Jackson National Life Distributors LLC. 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 that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s advisory 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)
user avatar

Andrew S

Series 66

Delafield, WI

RBC Capital Markets

Andrew Stromwall is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 16 years of industry experience. He has worked at RBC Capital Markets since 2017, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves on the board of the Waukesha County Community Dental Clinic, a nonprofit focused on providing dental care to those in need. 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 a mix of 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)
user avatar

Ross S

Series 66

Delafield, WI

RBC Capital Markets

Ross Skeen is a financial advisor with RBC Capital Markets holding a Series 66 designation and beginning his industry career in 2025. Prior to joining RBC, he was affiliated with FORM Wealth Advisors and has experience in various roles including positions at the University of Wisconsin and Enterprise Wood Products. 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 tailored to client risk profiles and employs a mix 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)
user avatar

Sandra E

Series 63, Series 66

Delafield, WI

RBC Capital Markets

Sandra Ellis is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with RBC Capital Markets since 2007. Outside of her advisory role, she works part-time as a front desk employee in the hospitality industry. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles. The firm integrates in-house and third-party investment managers and provides access to alternative investments and affiliated capital-markets capabilities.

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)
user avatar

Michael K

Series 63, Series 65

Delafield, WI

RBC Capital Markets

Michael Kieckhaefer is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses. He has one year of industry experience, with prior roles at City National Bank and Target Corporation. Outside of finance, he has been involved with Fort Wilderness Ministries over multiple years. 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 various advisory programs tailored to client risk profiles, utilizing both in-house and third-party investment managers, and provides discretionary and non-discretionary portfolio management, 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)
user avatar

Jonathan L

Series 63, Series 65

Delafield, WI

RBC Capital Markets

Jonathan Leipold is a financial advisor with RBC Capital Markets in Delafield, WI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at RBC Capital Markets since 2013 and previously spent eight years with City National Bank. Leipold serves on the board of directors for the NHL team Minnesota Wild. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers a range of advisory programs with customized portfolio management and financial planning supported by a combination of 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)
user avatar

Margaret B

Series 66

Delafield, WI

RBC Capital Markets

Margaret Bentzler is a financial advisor at RBC Capital Markets with 15 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs tailored to client risk profiles and utilizes a combination of in-house and third-party managers to implement diversified investment strategies.

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)
user avatar

Ryan K

Series 63, Series 65

Delafield, WI

RBC Capital Markets

Ryan Kieckhaefer is a financial advisor with RBC Capital Markets based in Delafield, WI, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior work includes roles at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations with tailored investment strategies and a variety of advisory programs that include 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)
user avatar

Todd K

Series 63, Series 66

Delafield, WI

RBC Capital Markets

Todd Krempasky is a financial advisor with RBC Capital Markets who holds Series 63 and Series 66 designations and has 40 years of industry experience. His work history includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining RBC Capital Markets in 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies that incorporate in-house and third-party managers along with features such as tax management and responsible investing options.

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)
user avatar

Kurt K

Series 63, Series 65

Delafield, WI

RBC Capital Markets

Kurt Kuettel is a financial advisor with RBC Capital Markets in Delafield, WI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charities, offering a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage 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)
user avatar

Micah B

Series 66

Delafield, WI

RBC Capital Markets

Micah Bloom is a financial advisor at RBC Capital Markets with two years of industry experience. He previously worked at Fidelity Investments and has held roles in diverse sectors including medical staffing and retail. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers customized advisory programs with discretionary and non-discretionary portfolio management, utilizing 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)
user avatar

James V

Series 63, Series 65

Delafield, WI

RBC Capital Markets

James Van De Ven is a financial advisor at RBC Capital Markets with 34 years of industry experience. He has previously worked at Robert W. Baird & Co. and City National Bank. Van De Ven serves as a director for the Sussex Area Service Club, where he helps oversee fundraising and fund disbursement activities. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to client risk profiles and integrating multiple investment managers and solutions.

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)
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")