Patrick Calkins
Patrick Calkins is a registered investment advisor at RBC Capital Markets, LLC, based in Oakbrook Terrace, IL, with 37 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
Two Mid America Plaza, Suite 500 South, Oakbrook Terrace, IL, 60181-4715
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Regulatory History (2)
Customer Dispute
March 2025Regulatory
August 1992Other Business Activities
Patrick owns a rental property in Bonita Springs, Florida, which he rents out on a monthly basis. He spends minimal time managing the property and its associated responsibilities.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Dain Rauscher IncorporatedBroker
Everen Securities, INC.Broker
Blunt Ellis & Loewi IncorporatedBroker
The Stuart-James Company, IncorporatedBroker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.