Fond Du Lac, WI South Main Street Office

Team
Updated today

Client AUM

$280,746,088,986

Clients

275,938

Advisors

4

Of 3,839 advisors across 401 offices

Location

66 South Main Street

Fond Du Lac WI 54935

Advisors at this office

4

Advisors at this office

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Carl H

Series 63, Series 65

Fond Du Lac, WI

RBC Capital Markets

Carl Helleberg is a financial advisor with RBC Capital Markets in Fond Du Lac, WI, holding Series 63 and Series 65 designations and bringing 37 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 a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs tailored to client risk profiles, utilizing in-house and third-party investment managers, with options for 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)
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Kristan J

Series 63, Series 65

Fond Du Lac, WI

RBC Capital Markets

Kristan Janssen is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is based in Fond Du Lac, Wisconsin. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm provides a range of advisory programs with tailored investment strategies implemented through 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)
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Michael K

Series 63, Series 65

Fond Du Lac, WI

RBC Capital Markets

Michael Korb is a financial advisor with RBC Capital Markets based in Fond Du Lac, Wisconsin, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory work, Korb serves on the board and executive committee of the Blue Line Family Ice Center and is involved in philanthropic and community organizations such as Second Helpings and the Korb Family Foundation. RBC Wealth Management, a division of RBC Capital Markets, provides financial planning, portfolio management, and brokerage services to a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized investment strategies implemented through a combination of in-house and third-party managers, supported by a range of advisory programs and integrated 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)
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John W

Series 63, Series 65

Fond Du Lac, WI

RBC Capital Markets

John Welsch is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of finance, he has involvement in an online furniture sales business. 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 multiple advisory programs with tailored investment strategies, utilizing both in-house and third-party managers along with 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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