Kurt Veldhuizen is a registered investment advisor at RBC Capital Markets, LLC, based in Minocqua, WI, with 36 years of industry experience. Kurt 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
8613 US Hwy. 51 N, Minocqua, WI, 54548
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kurt serves on the board of directors for Howard Young Heath Care, a non-profit health care organization. He also serves on the Stewardship committee of Ascension Lutheran Church, dedicating minimal time to this role.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations37 states
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