Martin Wheeler
Martin Wheeler is a registered investment advisor at RBC Capital Markets, LLC, based in Edina, MN, with 38 years of industry experience. Martin 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
7650 Edinborough Way, Suite 800, Edina, MN, 55435-5982
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2005Other Business Activities
Martin maintains registration with Wells Fargo Brokerage Services, LLC. He is also a partner in MCW Ventures LLC, which rents out airplane hangars, dedicating about 10-20% of his time to collecting rents and paying operating expenses.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Brokerage Services, L.L.C.Broker
Citicorp Investment ServicesBroker
American Express Financial Advisors INC.Broker
State Registrations14 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.