Christian Ofner is a registered investment advisor at RBC Capital Markets, LLC, based in Denver, CO, with 12 years of industry experience. Christian 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
1801 California Street, Suite 3900, Denver, CO, 80202-5822
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christian promotes and sells skincare products for Rodan + Fields, dedicating minimal time. He also serves on the board of directors for the Women's Energy Network and as a director for the Women's Energy Network Foundation, dedicating minimal time to each.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations31 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.