Spokane, WA West Main Avenue Office

Team
Updated today

Client AUM

$280,746,088,986

Clients

275,938

Advisors

17

Of 3,838 advisors across 404 offices

Location

601 West Main Avenue, Suite 1215

Spokane WA 99201-0615

Advisors at this office

17

Advisors at this office

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Jerry K

Series 63, Series 65

Spokane, WA

RBC Capital Markets

Jerry Karstetter is a financial advisor with RBC Capital Markets in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously spent four years at City National Bank. Outside of advising, Karstetter is active in managing family orchards and agricultural properties. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies according 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)
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Kirt F

Series 63, Series 65

Spokane, WA

RBC Capital Markets

Kirt Fredericks is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Fredericks serves as a trustee for a family trust. 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 various advisory programs with tailored investment strategies and integrates both in-house and third-party managers to implement portfolios.

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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Suzanne J

Series 63, Series 65

Spokane, WA

RBC Capital Markets

Suzanne Johnson is a financial advisor at RBC Capital Markets with 37 years of industry experience. She holds the Series 63 and Series 65 designations and has been with RBC Capital Markets since 2008. 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 customized strategies, combining in-house and third-party investment managers to provide 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)
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Karen E

CFP®, Series 66

Spokane, WA

RBC Capital Markets

Karen English is a CFP® with 18 years of industry experience, currently serving as a financial advisor at RBC Capital Markets since 2009. She is based in Spokane, WA, and holds the Series 66 registration. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies that incorporate both in-house and third-party investment managers, providing discretionary and non-discretionary portfolio management alongside 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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Christopher L

Series 66

Spokane, WA

RBC Capital Markets

Christopher Liermann is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for eight years before joining RBC in 2024. He serves as President of the Board of Directors for Children's Village, a nonprofit organization in Coeur d'Alene, ID. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations through multiple advisory programs offering portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on client profiles and leverages both internal and third-party resources, with access to alternative investments and integrated lending 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)
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Kyle W

Series 63, Series 65

Spokane, WA

RBC Capital Markets

Kyle Weir is a financial advisor with RBC Capital Markets in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves as a committee member for the Rotary Club #21 Downtown Spokane, focusing on charitable giving programs. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management 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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Cole K

Series 66

Spokane, WA

RBC Capital Markets

Cole Karstetter is a financial advisor with RBC Capital Markets in Spokane, WA, holding a Series 66 credential and four years of industry experience. He previously worked at Moss Adams LLP and Cliffton Larson Allen. Outside of his advisory role, Karstetter works as a color commentator for high school football games in the Spokane area. 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 wrap fee advisory programs and customizes investment strategies based on clients’ risk profiles using a range 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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Kari H

Series 63, Series 65

Spokane, WA

RBC Capital Markets

Kari Hart is a financial advisor at RBC Capital Markets with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has been with RBC Capital Markets since 2008. The firm, RBC Wealth Management, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. It offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, 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)
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Ryan C

Series 63, Series 65

Spokane, WA

RBC Capital Markets

Ryan Clements is a financial advisor with RBC Capital Markets in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with RBC Capital Markets LLC since 2008. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Hidden Bay Float Home Association. 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)
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Christopher J

Series 63, Series 66

Spokane, WA

RBC Capital Markets

Christopher Jacobs is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he manages a single-family rental property. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through a combination of in-house and external managers, supported by RBC’s extensive 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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Robert H

Series 66

Spokane, WA

RBC Capital Markets

Robert Hawley is a financial advisor with RBC Capital Markets in Spokane, WA, holding a Series 66 designation and eight years of industry experience. He previously worked for U.S. Bank for ten years before joining RBC Capital Markets in 2017. Hawley serves on the boards of Hospice of Spokane and Dishman Hills Conservancy. 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)
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Enrico C

Series 66

Spokane, WA

RBC Capital Markets

Enrico Castelda is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimerfunds Distributor, Inc. for seven years before joining RBC in 2018. Outside of his advisory role, he serves on the board of directors for a local Property Owners Association in Nine Mile Falls, WA. RBC Wealth Management 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 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)
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Michelle S

Series 66

Spokane, WA

RBC Capital Markets

Michelle Spindler is a financial advisor with RBC Capital Markets in Spokane, WA, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at OSAIC Wealth, Centaurus Financial Inc., Star Financial, Merrill, Wells Fargo Clearing, and Faneuil. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing 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.

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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Garth H

Series 66

Spokane, WA

RBC Capital Markets

Garth Holbert is a financial advisor with RBC Capital Markets in Spokane, WA, holding a Series 66 designation and with 28 years of industry experience. He has worked at RBC Capital Markets Corporation since 2008. Outside of his advisory role, he is actively involved in ranching and farming operations through Holbert Ag Enterprises. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with tailored investment strategies and multiple advisory programs that offer portfolio management, financial planning, and brokerage services. The firm utilizes a combination of in-house and third-party managers and provides services including 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)
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Aubrey K

Series 66

Spokane, WA

RBC Capital Markets

Aubrey Kubik is a financial advisor with RBC Capital Markets in Spokane, WA, holding a Series 66 designation and six years of industry experience. He previously worked at U.S. Bank from 2008 to 2019 before joining City National Bank and RBC Capital Markets in 2019. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through in-house and third-party managers, providing 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)
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