Jeffrey Wangard is a registered investment advisor at RBC Capital Markets, LLC, based in Milwaukee, WI, with 41 years of industry experience. Jeffrey 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
833 E. Michigan Street, Suite 1100, Milwaukee, WI, 53202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is a passive investor in Franklin LLC/Wangard Family LLC and Wangard Family Fund LLC, both real estate ventures. He also owns Wangard Investment Consulting, where he performs proforma work on soccer facilities development for a few hours per week, and Business and Lifestyle Properties LLC, a real estate holding company.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Wintrust Investments LLCBroker
Wintrust Investments
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Principal Financial Securities,inc.Broker
Prudential Securities IncorporatedBroker
Piper, Jaffray & Hopwood IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations38 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.