Steven Beaupre
Steven Beaupre is a registered investment advisor at RBC Capital Markets, LLC, based in Minneapolis, MN, with 25 years of industry experience. Steven 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
250 Nicollet Mall, SUITE 1200, 16th Floor, Minneapolis, MN, 55401
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2012Other Business Activities
Steven is involved with RV Rental through Outdoorsy, Inc., meeting with renters, providing instructions, and cleaning the camper. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Woodbury Financial Services, INC.
Royal Alliance Associates, INC.Broker
Fsc Securities CorporationBroker
Sagepoint Financial, INC.Broker
Woodbury Financial Services, INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
RBC Capital Markets Corporation
RBC Capital Markets CorporationBroker
Rsm Mcgladrey, INC.
Birchtree Financial Services, INC.Broker
American Enterprise Investment Services INC.Broker
Waterhouse Securities, INC.Broker
State Registrations1 state
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.