Ronda Zattera is a registered investment advisor at RBC Capital Markets, LLC, based in Minnetonka, MN, with 22 years of industry experience. Ronda 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
601 Carlson Parkway, Suite 500, Minnetonka, MN, 55305-5208
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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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Ronda has a 1% ownership stake in Tuscan Sun LLC, a real estate rental business, since 2018. This activity is investment-related.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
Piper Jaffray INC.Broker
Pruco Securities CorporationBroker
State Registrations27 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.