Kennewick, WA N. Center Pkwy Office

Team
Updated today
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RBC Capital Markets

Institution

Firm-wide stats for RBC Capital Markets

Total advisors

3,834

Across 401 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

1009 N. Center Pkwy, Suite 200

Kennewick WA 99336

Advisors at this office

7

Advisors at this office

user avatar

Andrew W

Series 66

Kennewick, WA

RBC Capital Markets

Andrew Wade is a financial advisor with RBC Capital Markets in Kennewick, WA. He holds a Series 66 designation and has 26 years of industry experience, including 17 years at RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, 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 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)
user avatar

Brent H

Series 63, Series 65

Kennewick, WA

RBC Capital Markets

Brent Hudson is a financial advisor with RBC Capital Markets in Kennewick, WA, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, Hudson serves on the board of directors for EPIC, a Head Start and early childhood education organization, where he acts as treasurer and provides oversight of the CEO. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailoring investment strategies to each client's risk profile and utilizing a combination of in-house and third-party managers and investment 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)
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Zachary F

CFP®, Series 66

Kennewick, WA

RBC Capital Markets

Zachary Fisher is a CFP®-credentialed financial advisor with seven years of industry experience, currently with RBC Capital Markets in Kennewick, WA. He previously worked at Thornburg Securities Corp and held roles at First Trust Portfolios and the University of Montana. Fisher serves as a board member of the Tri-Cities Cancer Center Foundation, participating in fundraising and community activities. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations by offering a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles. The firm integrates internal and third-party investment managers and provides access to alternative investments, lending arrangements, and tax-management 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)
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Jared L

Series 63, Series 65

Kennewick, WA

RBC Capital Markets

Jared Liebert is a financial advisor with RBC Capital Markets in Kennewick, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory work, he serves on the boards of Christ the King School and the Columbia Basin Youth Football League, and is involved with the Parish of the Holy Spirit committee providing budget and financial analysis. 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 various wrap fee advisory programs that provide portfolio management, financial planning, custody, 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)
user avatar

Anthony S

Series 63, Series 65

Kennewick, WA

RBC Capital Markets

Anthony Schumacher is a financial advisor with RBC Capital Markets in Kennewick, WA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory work, he is involved in youth sports as the owner and coach of a basketball organization for third through eighth graders. 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 multiple advisory programs with portfolio management, financial planning, and brokerage services tailored to each client’s risk profile 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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Joshua H

Series 66

Kennewick, WA

RBC Capital Markets

Joshua Herrin is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2008, including a six-year tenure at City National Bank from 2017 to 2023. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies through various advisory programs, offering 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

Kendra C

Series 66

Kennewick, WA

RBC Capital Markets

Kendra Campanelli is a financial advisor with RBC Capital Markets in Kennewick, WA, holding a Series 66 designation and 12 years of industry experience. She has been with RBC Capital Markets since 2010. 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 multiple advisory programs with customizable portfolio management and financial planning services, 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)
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