MINOCQUA, Wisconsin (September 10, 2019) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently welcomed the VKB Wealth Management Group to its newly formed Minocqua office, according to Doug Artus, director of the firm’s Milwaukee complex.
The eight-member team is composed of Kurt Veldhuizen, CFA®, CFP®, senior vice president – branch director, who has 30 years of industry experience; Matthew Kock, CFP®, senior vice president – financial advisor, who has 16 years of experience; John Bennett, CFP®, CIMA®, first vice president – financial advisor, who has 20 years of experience; John Hilbert, vice president – financial advisor, who has 21 years of experience; Fritz Wotruba, CFP®, associate vice president – financial advisor, who has 12 years of experience; David Veldhuizen, senior financial associate; Christine Ullius, senior registered client associate; and Sue Knapstein, senior registered client associate. The team manages about $540 million in assets and joins RBC Wealth Management from Merrill Lynch.
“After careful thought and consideration, we made the decision to join RBC Wealth Management because of its strong reputation of financial stability and focus on putting the needs of clients first,” Kurt Veldhuizen said. “We believe the client-first culture, comprehensive approach to wealth management and world-class investment solutions of RBC will allow us to continue to work in our clients’ best interests.”
“We are thrilled to welcome the VKB Group to RBC Wealth Management,” Artus said. “They are thoughtful, well-respected industry professionals who place an incredible amount of value into client relationships and developing comprehensive wealth management plans to meet the individual needs of their clients.”
About RBC Wealth Management – U.S.
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 $384 billion in total client assets with more than 1,900 financial advisors operating in 170 locations in 42 states.
Nicole Garrison, RBC Wealth Management, 612-371-2999, email@example.com