Rsm Us Wealth Management LLC

Rsm Us Wealth Management LLC (CRD# 111221) is a financial advisory firm headquartered in Minneapolis, MN. They manage $5,989,417,433 in 12,693 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,989
    MILLION
  • Total Number of Accounts
    12,693
    ACCOUNTS
  • Average Account Value
    $471,868
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Rsm Us Wealth Management LLC
Showing 1 - 10 of 95 top financial advisors.
1
Daniel A. Avery
CRD#: 4478620
4725 Piedmont Row Dr, Suite 300, Charlotte, NC 28210
96
Wealthminder
score

Daniel Avery (CRD# 4478620) is an Investment Advisor Representative working at Rsm Us Wealth Management LLC in Charlotte, NC and has over 16 years of experience in the finance industry. Daniel Avery has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Neil D. Blicher
CRD#: 2647023
80 City Square, Boston, MA 02129
96
Wealthminder
score

Neil Blicher (CRD# 2647023) is an Investment Advisor Representative working at Rsm Us Wealth Management LLC in Boston, MA and has over 22 years of experience in the finance industry. Neil Blicher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jill A. Branthoover
CRD#: 3094391
1001 Lakeside Ave E, Suite 200, Cleveland, OH 44114
96
Wealthminder
score

Jill Branthoover (CRD# 3094391) is an Investment Advisor Representative working at Rsm Us Wealth Management LLC in Cleveland, OH and has over 19 years of experience in the finance industry. Jill Branthoover has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jennifer L. Buzzell
CRD#: 4801184
310 South Broadway, Suite 300, Rochester, MN 55904
96
Wealthminder
score

Jennifer Buzzell (CRD# 4801184) is an Investment Advisor Representative working at Rsm Us Wealth Management LLC in Rochester, MN and has over 13 years of experience in the finance industry. Jennifer Buzzell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Chadwick R. Canine
CRD#: 4395267
515 S Flower St, 41st Floor, Los Angeles, CA 90071
96
Wealthminder
score

Chadwick Canine (CRD# 4395267) is an Investment Advisor Representative working at Rsm Us Wealth Management LLC in Los Angeles, CA and has over 16 years of experience in the finance industry. Chadwick Canine has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Maureen Carrion
CRD#: 4817082
9737 Washingtonian Blvd, Suite 400, Gaithersburg, MD 20878
96
Wealthminder
score

Maureen Carrion (CRD# 4817082) is an Investment Advisor Representative working at Rsm Us Wealth Management LLC in Gaithersburg, MD and has over 7 years of experience in the finance industry. Maureen Carrion has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Tracey R. Collins
CRD#: 1536529
1001 Lakeside Ave E, 200 N Point Tower, Cleveland, OH 44114
96
Wealthminder
score

Tracey Collins (CRD# 1536529) is an Investment Advisor Representative working at Rsm Us Wealth Management LLC in Cleveland, OH and has over 15 years of experience in the finance industry. Tracey Collins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Ryan E. Flynn
CRD#: 4831871
1145 Broadway, Suite 900, Tacoma, WA 98402
96
Wealthminder
score

Ryan Flynn (CRD# 4831871) is an Investment Advisor Representative working at Rsm Us Wealth Management LLC in Tacoma, WA and has over 13 years of experience in the finance industry. Ryan Flynn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Charles C. Harker
CRD#: 4961745
600 University St Suite 1100, One Union Square, Seattle, WA 98101
96
Wealthminder
score

Charles Harker (CRD# 4961745) is an Investment Advisor Representative working at Rsm Us Wealth Management LLC in Seattle, WA and has over 12 years of experience in the finance industry. Charles Harker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Steven E. Kelley
CRD#: 4594758
8020 Excelsior Drive, Suite 100, Madison, WI 53717
96
Wealthminder
score

Steven Kelley (CRD# 4594758) is an Investment Advisor Representative working at Rsm Us Wealth Management LLC in Madison, WI and has over 15 years of experience in the finance industry. Steven Kelley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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