MH
ChFC
MH
ChFC

Megan Howard

10 Years of Experience
Sioux Falls, SD
Broker

Megan Howard is a ChFC-designated registered investment advisor at RBC Capital Markets, LLC, based in Sioux Falls, SD, with 10 years of industry experience. Megan 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

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.

One-Time Plan:$1,000 - $20,000
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Location

6300 S. Old Village Place, Suite 201, Sioux Falls, SD, 57108-2102

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Megan is a committee advisory member for Prairie Family Business, a non-profit family business association, since 2022. She dedicates minimal time to this activity.

Employment History
Current Registrations
RBC Capital Markets, LLC
April 2023 - Present · 3 yrs 3 mos
RBC Capital Markets, LLC
April 2023 - Present · 3 yrs 3 mos
RBC Capital Markets, LLCBroker
April 2023 - Present · 3 yrs 3 mos
Previous Registrations
Robert W. Baird & CO. Incorporated
November 2015 - April 2023 · 7 yrs 5 mos
Robert W. Baird & CO. IncorporatedBroker
October 2015 - April 2023 · 7 yrs 6 mos
State Registrations17 states
AZCOCTDCIAMAMNMOMSNYOHORSDTXUTWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Megan Howard - Financial Advisor | TrueAdvisor