Karrie Risko is a registered investment advisor at RBC Capital Markets, LLC, based in Great Falls, MT, with 23 years of industry experience. Karrie 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
101 River Drive North, Suite 101, Great Falls, MT, 59401-4200
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Karrie is a board member for the Boys and Girls Club of Cascade County, a charitable institution. She spends minimal time reviewing financials, leading fundraising campaigns, and raising community awareness.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations48 states
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