AT
CFP
AT
CFP

Anthony Thole

24 Years of Experience
Stillwater, MN
1 DisclosureBroker

Anthony Thole is a CFP-designated registered investment advisor at RBC Capital Markets, LLC, based in Stillwater, MN, with 24 years of industry experience. Anthony 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
Loading...

Location

350 N. Main Street, Suite 106, Stillwater, MN, 55082-7055

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
July 2025
Final Disposition
Employment History
Current Registrations
RBC Capital Markets, LLC
October 2025 - Present · 9 mos
RBC Capital Markets, LLCBroker
October 2025 - Present · 9 mos
RBC Capital Markets, LLC
October 2025 - Present · 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2005 - October 2025 · 20 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2005 - October 2025 · 20 yrs 9 mos
Fisher Investments,inc.
July 2004 - October 2004 · 3 mos
H&r Block Financial Advisors, INC.Broker
April 2000 - March 2003 · 2 yrs 11 mos
State Registrations19 states
ARAZCAGAIAILINLAMDMIMNMSNCOHPASDTNTXWI
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.
Anthony Thole - Financial Advisor | TrueAdvisor