Jaime Sahlstrom
Jaime Sahlstrom is a CFP-designated registered investment advisor at RBC Capital Markets, LLC, based in Minneapolis, MN, with 21 years of industry experience. Jaime 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
250 Nicollet Mall, SUITE 2000, 16th Floor, Minneapolis, MN, 55401-1931
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2018Customer Dispute
November 2009Other Business Activities
Jaime works as an aerobics instructor for Corporate Fitness Group, dedicating minimal time. Jaime also owns rental property, but spends no time on it.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations16 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.