David Heide
David Heide is a CFP-designated registered investment advisor at RBC Capital Markets, LLC, based in Palos Heights, IL, with 35 years of industry experience. David 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
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2025Customer Dispute
August 2020Other Business Activities
David is involved with several outside business activities, including serving as board president for The Bridge Teen Center, owning commercial real estate through Heide Wealth Management Properties, and serving on the board of directors for the Southern Illinois University Foundation. He also co-funds Trenna Property Investments LLC (owned by his wife) and is a silent partner in LFD Squared, LLC dba- The Haven Indoor Golf.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Edward D. Jones & CO., L.P.Broker
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.