MINNEAPOLIS, Minnesota (December 19, 2018) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently recruited a new team in Minneapolis, according to Tom Schulenberg, director of the Minneapolis complex.
Koch Wealth Solutions is comprised of Paul Koch, managing director – private wealth advisor, who joins with 28 years of industry experience; David Henrikson, vice president – financial advisor, who joins with 44 years of experience; Julene Melquist, senior financial associate; Judy Cameron, investment associate; and Michael Capeder, client associate. The team manages more than $350 million in client assets and joins RBC from UBS.
“Our team’s values are based on always acting in the best interests of our clients,” said Koch. “We are excited to join RBC Wealth Management because of the firm’s client-first culture and for their strong leadership team.”
“We are proud to welcome Koch Wealth Solutions to our Minneapolis complex,” said Schulenberg. “The team is incredibly well-respected in the area for cultivating strong relationships with clients and developing strategies to best meet their clients’ individual goals and needs.”
In the United States, RBC Wealth Management operates as a division of RBC Capital Markets, LLC. Founded in 1909, RBC Capital Markets, LLC is a member of the New York Stock Exchange, the Financial Industry Regulatory Authority, the Securities Investor Protection Corporation, and other major securities exchanges. RBC Wealth Management has $344 billion in total client assets with approximately 1,800 financial advisors operating in 200 locations in 42 states.
Jonell Lundquist, RBC Wealth Management, 612-371-2239, or jonell.lundquist@rbc.com
Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.