Daniel Jakuta is a ChFC-designated registered investment advisor at RBC Capital Markets, LLC, based in Palos Heights, IL, with 38 years of industry experience. Daniel 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
7420 West College Drive, Suite 200, Palos Heights, IL, 60463
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Daniel owns Heide Wealth Management Properties, LLC, a property ownership business, and is a partner in Heide Wealth Management Properties, a real estate business. He dedicates minimal time to each of these activities.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Sii Investments, INC.Broker
Linsco/private Ledger CORP.Broker
Lasalle St Securities, L.L.C.Broker
Fsc Securities CorporationBroker
Cozad Investment Services, INC.Broker
Marketing One Securities, INC.Broker
Pruco Securities CorporationBroker
State Registrations39 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.