Dennis Wolf is a registered investment advisor at RBC Capital Markets, LLC, based in Leawood, KS, with 24 years of industry experience. Dennis 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
4001 W. 114th St, Suite 200, Leawood, KS, 66211-2604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dennis is a trustee for his mother since 1998 and co-trustee for Wolf Regional Properties LLC since 2016, which involves farm and residential rentals. He also serves on a committee/council and is a congregation member at John Knox Presbyterian Kirk, dedicating minimal time to each of these activities.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Vestax Securities CorporationBroker
State Registrations11 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.