Carey Groethe is a registered investment advisor at RBC Capital Markets, LLC, based in St. Cloud, MN, with 13 years of industry experience. Carey 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
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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
1015 W Saint Germain St, Suite 400, St. Cloud, MN, 56301-5423
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carey serves on the board of directors for Central Minnesota Housing Partnership and Central Minnesota Youth for Christ, both non-profit organizations. Carey also volunteers as a committee member for the Office of the Director of Lawyers Professional Responsibility 7th District Ethics Committee, reviewing client complaints.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
State Registrations28 states
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