Cheryl Meese
Cheryl Meese is a CFP-designated registered investment advisor at RBC Capital Markets, LLC, based in Duluth, MN, with 46 years of industry experience. Cheryl 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
1420 London Road, Suite 201, Duluth, MN, 55805-2425
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2005Other Business Activities
Cheryl is a director for Animal Allies Humane Society and a board member for Kitchi Gammi Club Foundation. She is also a passive owner of a winery and a board member for NATCOM Bancshares, and a partner in AMCANN, LLLP.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Piper Jaffray INC.Broker
Painewebber IncorporatedBroker
Shearson Loeb Rhoades INC.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
State Registrations45 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.