Breanna StrerathCRD Number: 6112728
Current Firm: Rbc Capital Markets, LLC
Breanna Strerath (CRD# 6112728) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Brookfield, WI and has over 9 years of experience in the finance industry.
Robert W. Baird & Company Incorporated
Annex Wealth Management, LLC
Pgim Investments LLC
|Rbc Capital Markets, LLC||Brookfield, WI||Oct 2020 - Current||1|
|Wells Fargo Clearing Services, LLC||Waukesha, WI||Nov 2016 - Oct 2020||3|
|Wells Fargo Advisors, LLC||Waukesha, WI||Sep 2016 - Nov 2016||< 1|
|Wells Fargo Funds Distributor||Menomonee Falls, WI||Dec 2014 - Sep 2016||1|
|Wells Fargo Funds Distributor||Menomonee Falls, WI||Aug 2012 - Dec 2014||2|
|Alpine Valley Resorts||Elkhorn, WI||Aug 2012 - Aug 2012||< 1|
|Sam's Club||Waukesha, WI||Nov 2007 - Aug 2012||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2012|
|S65||NASAA Investment Advisors Law Examination||Nov 2016|
Total Assets Under Management146,593MILLIONS
Total Number of Accounts350,883ACCOUNTS
Average Account Value$417,783
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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