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Matthew Weidinger

26 Years of Experience
Minneapolis, MN
Broker

Matthew Weidinger is a registered investment advisor at RBC Capital Markets, LLC, based in Minneapolis, MN, with 26 years of industry experience. Matthew 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

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.

One-Time Plan:$1,000 - $20,000
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Location

250 Nicollet Mall, SUITE 1700, 16th Floor, Minneapolis, MN, 55401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Matthew is the passive owner of Lamm LLC, a real estate rental business, since 2021. He devotes no time to this activity.

Employment History
Current Registrations
RBC Capital Markets, LLC
July 2017 - Present · 8 yrs 10 mos
RBC Capital Markets, LLC
July 2017 - Present · 8 yrs 10 mos
RBC Capital Markets, LLCBroker
July 2017 - Present · 8 yrs 10 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
March 2012 - July 2017 · 5 yrs 4 mos
U.S. Bancorp Investments, INC.
March 2012 - July 2017 · 5 yrs 4 mos
Wells Fargo Advisors, LLC
January 2011 - November 2011 · 10 mos
Wells Fargo Advisors, LLCBroker
January 2011 - November 2011 · 10 mos
Wells Fargo Investments, LLC
October 2006 - January 2011 · 4 yrs 3 mos
Wells Fargo Investments, LLCBroker
November 2000 - January 2011 · 10 yrs 2 mos
Wells Fargo Securities INC.Broker
February 2000 - November 2001 · 1 yr 9 mos
Wells Fargo Brokerage Services, L.L.C.Broker
February 2000 - December 2000 · 10 mos
Dean Witter Reynolds INC.Broker
August 1999 - February 2000 · 6 mos
State Registrations1 state
MN
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Matthew Weidinger - Financial Advisor | TrueAdvisor