Jesse Bengtson
Jesse Bengtson is a registered investment advisor at RBC Capital Markets, LLC, based in Stillwater, MN, with 27 years of industry experience. Jesse 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
350 N. Main Street, Suite 106, Stillwater, MN, 55082-7055
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Regulatory History (1)
Customer Dispute
October 2008Other Business Activities
Jesse serves on the board of directors for the Greater White Bear Lake Community Foundation and the Mahtomedi First Down Foundation, spending minimal time on each activity. Both foundations are focused on community fundraising.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Piper Jaffray & CO.Broker
Financial Network Investment CorporationBroker
State Registrations14 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.