Kyle Mclaughlin
Kyle Mclaughlin is a CFP, ChFC-designated registered investment advisor at RBC Capital Markets, LLC, based in Cincinnati, OH, with 30 years of industry experience. Kyle 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
3825 Edwards Rd., Suite 530, Cincinnati, OH, 45209
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2025Customer Dispute
December 2011Employment Separation After Allegations
April 1998Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Wealth Management Company
Network Planning Advisors, L.L.C.
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
PNC Brokerage CORPBroker
State Registrations45 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.