Daniel Wolfgram
Daniel Wolfgram is a registered investment advisor at RBC Capital Markets, LLC, based in Buffalo Grove, IL, with 52 years of industry experience. Daniel 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
2150 E. Lake Cook Road, Suite 405, Buffalo Grove, IL, 60089-8224
Get directionsHistory
Regulatory History (1)
Regulatory
October 1994Other Business Activities
Daniel is the Board Chairman for the Barrington Hills Zoning Board of Appeals since March 2020. He dedicates a few hours per week to setting the agenda, conducting meetings, and reviewing zoning rules and appeals.
Employment History
Current Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Painewebber IncorporatedBroker
Paine, Webber, Jackson & Curtis IncorporatedBroker
State Registrations29 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.