Trent Nelson is a registered investment advisor at RBC Capital Markets, LLC, based in Green Bay, WI, with 24 years of industry experience. Trent 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
2465 Marina Circle, Suite 500, Green Bay, WI, 54304
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Trent is a partner in 2465 Marina Circle LLC, a commercial real estate building, and The Visionary Wealth Management Team LLC, an account for team expenses. He also owns CCL2020, LLC, a real estate holding company, and spends minimal time overseeing maintenance on the property.
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
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
State Registrations29 states
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