Michelle Overbeek, financial advisor Minneapolis MN

Michelle Overbeek

CRD Number: 2538730
Current Firm: Rbc Capital Markets, LLC

Michelle Overbeek (CRD# 2538730) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Minneapolis, MN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Rbc Capital Markets LLC Minneapolis, MN Mar 2008 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2020
Contact Info for Michelle B. Overbeek
Phone Number: 212-858-7000
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    201,264
    MILLIONS
  • Total Number of Accounts
    451,404
    ACCOUNTS
  • Average Account Value
    $445,862
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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