Wendy Gilmer is a CFP-designated registered investment advisor at RBC Capital Markets, LLC, based in Minneapolis, MN, with 4 years of industry experience. Wendy 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wendy is a general partner in Zeidler Family Limited Partnership, an investment vehicle, and oversees its assets. She is also the founder of Family Five Enterprises LLC, established for family business consulting and potential real estate investments, and a member of the Minnesota Timberwolves Senior Dancers, and a board member for Delano 4th of July Inc.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations27 states
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