David Tilkens is a registered investment advisor at RBC Capital Markets, LLC, based in Green Bay, WI, with 30 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
2465 Marina Circle, Suite 500, Green Bay, WI, 54304
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a member of Busick - Cummings LLC, which holds a team car and runs car expenses through its account. He is also a partner in 2465 Marina Circle LLC (commercial real estate), Visionary Wealth Management Team (team business expenses), owner of Wings 5 LLC (aircraft expenses), and Sky Flight Group LLC (aircraft ownership), but spends minimal time on these activities.
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
Fortis Investors, INC.Broker
Pruco Securities CorporationBroker
State Registrations33 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.