Rsm Us Wealth Management LLC

Rsm Us Wealth Management LLC (CRD# 111221) is a financial advisory firm headquartered in Minneapolis, MN. They manage $5,694,022,608 in 11,412 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,694
    MILLION
  • Total Number of Accounts
    11,412
    ACCOUNTS
  • Average Account Value
    $498,950
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 89 top financial advisors.
1
Eric N. Alleckson
CRD#: 4106244
Rochester, MN 55904

Eric Alleckson (CRD# 4106244) is an Investment Advisor Representative working at Rsm Us Wealth Management LLC in Rochester, MN and has over 19 years of experience in the finance industry. Eric Alleckson 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
Whitney N. Anderson
CRD#: 5754116
Peoria, IL 61602

Whitney Anderson (CRD# 5754116) is an Investment Advisor Representative working at Rsm Us Wealth Management LLC in Peoria, IL and has over 4 years of experience in the finance industry.

3
Daniel A. Avery
CRD#: 4478620
Charlotte, NC 28202

Daniel Avery (CRD# 4478620) is an Investment Advisor Representative working at Rsm Us Wealth Management LLC in Charlotte, NC and has over 17 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.

4
Dylan J. Barkley
CRD#: 6770782
Cedar Rapids, IA 52401

Dylan Barkley (CRD# 6770782) is an Investment Advisor Representative working at Rsm Us Wealth Management LLC in Cedar Rapids, IA and has over 2 years of experience in the finance industry.

5
Brian A. Bartholomew
CRD#: 6180261
Madison, WI 53717

Brian Bartholomew (CRD# 6180261) is an Investment Advisor Representative working at Rsm Us Wealth Management LLC in Madison, WI and has over 5 years of experience in the finance industry.

6
Neil D. Blicher
CRD#: 2647023
Boston, MA 02129

Neil Blicher (CRD# 2647023) is an Investment Advisor Representative working at Rsm Us Wealth Management LLC in Boston, MA and has over 24 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.

7
Michelle R. Buria
CRD#: 4728183
Duluth, MN 55802

Michelle Buria (CRD# 4728183) is an Investment Advisor Representative working at Rsm Us Wealth Management LLC in Duluth, MN and has over 15 years of experience in the finance industry. Michelle Buria 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
Jennifer L. Buzzell
CRD#: 4801184
Rochester, MN 55904

Jennifer Buzzell (CRD# 4801184) is an Investment Advisor Representative working at Rsm Us Wealth Management LLC in Rochester, MN and has over 15 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.

9
Chadwick R. Canine
CRD#: 4395267
Los Angeles, CA 90071

Chadwick Canine (CRD# 4395267) is an Investment Advisor Representative working at Rsm Us Wealth Management LLC in Los Angeles, CA and has over 18 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.

10
Garrett W. Chmiola
CRD#: 6764096
Charlotte, NC 28202

Garrett Chmiola (CRD# 6764096) is an Investment Advisor Representative working at Rsm Us Wealth Management LLC in Charlotte, NC and has 1 year of experience in the finance industry.

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