Edina, MN Edinborough Way 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
47
Of 3,839 advisors across 402 offices
Location
7650 Edinborough Way, Suite 800
Edina MN 55435-5982
Advisors at this office
47
Advisors at this office
John G
Series 63, Series 66
Edina, MN
RBC Capital Markets
John Giese is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked at RBC Capital Markets since 2012 and is also affiliated with City National Bank since 2017. 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 multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.
Scott S
Series 63, Series 65
Edina, MN
RBC Capital Markets
Scott Schachtman is a financial advisor at RBC Capital Markets with 30 years of industry experience. He has been with RBC Capital Markets since 2009 and holds Series 63 and Series 65 designations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client's risk profile.
Christina H
Series 66
Edina, MN
RBC Capital Markets
Christina Huggar is a financial advisor with RBC Capital Markets, holding a Series 66 designation and nine years of industry experience. She has worked at RBC Capital Markets since 2019 and previously at Merrill from 2016 to 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and integrates multiple in-house and third-party managers to implement client portfolios.
Alexander P
Series 63, Series 65
Edina, MN
RBC Capital Markets
Alexander Possis is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 licenses 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, LLC, serves a diverse client base that includes individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, using both in-house and third-party managers and customizable investment solutions.
Brooke A
CFP®, Series 63, Series 66
Edina, MN
RBC Capital Markets
Brooke Anderson is a CFP®-designated financial advisor with six years of industry experience, currently with RBC Capital Markets. Her prior roles include positions at Lifelong Wealth Advisors, AdvisorNet Wealth Partners, Wells Fargo, and Securian Financial Services. She has also served in the Minnesota Air National Guard. 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 featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailored to clients’ risk profiles and utilizing both in-house and third-party investment managers.
Gregory W
Series 63, Series 65
Edina, MN
RBC Capital Markets
Gregory Witt is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at RBC Capital Markets since 2008 and City National Bank since 2018. Witt serves as a committee member offering investment and economic perspectives for St. Marys Greek Orthodox Church. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs, tailoring strategies to clients’ risk profiles and utilizing a combination of in-house and third-party investment managers.
Heather J
CFP®, Series 66
Edina, MN
RBC Capital Markets
Heather Johnson is a CFP® professional with 19 years of industry experience. She has worked with RBC Capital Markets since 2017 and previously spent 11 years at Stifel Nicolaus. Outside of her advisory role, she volunteers with Prepare + Prosper, a Minnesota nonprofit focused on improving financial well-being by providing one-on-one financial guidance during tax season. 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 portfolio management and financial planning services through multiple advisory programs, utilizing both in-house and third-party investment managers to implement client strategies.
Jennifer L
Series 66
Edina, MN
RBC Capital Markets
Jennifer Laitinen is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 21 years of industry experience. She has been with RBC Capital Markets since 2008 and previously worked at City National Bank. Outside of her advisory role, she works part-time as a bartender at The Lookout Supper Club. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a mix of in-house and third-party investment managers and tailors strategies based on each client’s Advisory Risk Profile.
Michael G
Series 66
Edina, MN
RBC Capital Markets
Michael Gergen is a financial advisor with RBC Capital Markets in Edina, MN, holding a Series 66 designation and having 10 years of industry experience. He has been associated with both City National Bank and RBC Capital Markets since 2016. Outside of his advisory role, he manages family farmland in Hastings, MN. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment resources.
Jonathan N
Series 66
Edina, MN
RBC Capital Markets
Jonathan Nelson is a financial advisor at RBC Capital Markets in Edina, MN, holding a Series 66 designation and with eight years of industry experience. He previously worked at William Blair Investment Management, LLC for six years before joining RBC Capital Markets in 2022. 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 a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.
Gregory D
Series 63, Series 65
Edina, MN
RBC Capital Markets
Gregory Dobesh is a financial advisor at RBC Capital Markets with 38 years of industry experience. He has been with RBC Capital Markets since 1998 and holds Series 63 and Series 65 designations. Dobesh served on the board of directors for Interlachen Country Club, providing leadership and governance. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations by offering tailored portfolio management and advisory programs through a combination of in-house and third-party investment managers.
David K
Series 66
Edina, MN
RBC Capital Markets
David Kasowski is a financial advisor at RBC Capital Markets with five years of industry experience. He holds the Series 66 designation and has previously worked at firms including Fidelity Investments, Baird, and Spot Insurance. Kasowski served in the U.S. Air Force from 2013 to 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutions. The firm offers a variety of wrap fee advisory programs that provide tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.
Judy C
Series 63
Edina, MN
RBC Capital Markets
Judy Cameron is a financial advisor with RBC Capital Markets in Edina, MN, holding a Series 63 credential and having 32 years of industry experience. She has worked at RBC Capital Markets since 2018 and previously spent ten years at UBS Financial Services. 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 with tailored portfolio management and financial planning services, leveraging a combination of in-house and third-party investment managers to meet clients’ specific risk profiles.
Bradford W
Series 63, Series 65
Edina, MN
RBC Capital Markets
Bradford Woodstra is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a broad client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored strategies based on clients’ Advisory Risk Profiles, integrating in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.
Jennifer M
Series 66
Edina, MN
RBC Capital Markets
Jennifer Mitchell is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2019, with prior experience at Edward Jones, Wells Fargo Home Mortgage, and Randstad USA. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients through various advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes both in-house and third-party investment managers and model providers.
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