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Michael Chenchar

46 Years of Experience
Clive, IA
1 DisclosureBroker

Michael Chenchar is a registered investment advisor at RBC Capital Markets, LLC, based in Clive, IA, with 46 years of industry experience. Michael 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

1250 NW 128th Street, Suite 200, Clive, IA, 50325-7474

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History

Regulatory History (1)
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Customer Dispute
November 2001
Denied
Employment History
Current Registrations
RBC Capital Markets, LLC
April 2009 - Present · 17 yrs 1 mo
RBC Capital Markets, LLC
April 2009 - Present · 17 yrs 1 mo
RBC Capital Markets, LLCBroker
April 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
January 1999 - April 2009 · 10 yrs 3 mos
Citigroup Global Markets INC.Broker
July 1993 - April 2009 · 15 yrs 9 mos
Lehman Brothers INC.Broker
June 1979 - July 1993 · 14 yrs 1 mo
State Registrations11 states
AZFLIAILMNMONCNVTNTXWA
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.