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Lambert Dickson Group

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Families & Individuals
Institutions
- Institutional consulting
- ESG and responsible investing
Contact

- rbcwealthmanagement.com
Sign in Important information
Home
About
Families & Individuals
Institutions
- Institutional consulting
- ESG and responsible investing
Contact

Possibilities. Life is full of them.

We put the financial pieces together so you can focus on things that are most important to you. Our process is holistic, comprehensive and collaborative with access to a global platform of non-proprietary products and services.

The primary services we offer are:

Discretionary investment management
Institutional investment consulting
Wealth planning, including:
- Retirement planning
- Education funding
- Estate planning
- Charitable gifting
- Enhancing your lifestyle
- Life insurance and long term care insurance planning
Access to private banking and credit services through City National Bank
Access to RBC Capital Markets services and products

Global Insight Monthly

High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

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June 1, 2023

Global insight weekly
April 3, 2024

Global insight monthly

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For more information on the Lambert Dickson Group, please contact us.

Meet the team

Learn more about The Lambert Dickson Group.

Latest Insights

Graduate with diploma hugging parents

College funding: It’s a family affair

May 01, 2024 | RBC Wealth Management

Funding a college education shouldn’t be a burden for parents alone. Here’s how families can work together and across generations to meet their financial goals.

The family inventory - Learn More

Karl Lambert is currently registered to conduct business with residents of the following states: AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SD, TN, TX, UT, VA, WA, WI. California Insurance License # 4244611.

Karl Lambert, NMLS # 1557440, Mike J Dickson, NMLS # 1677124, William Bard, NMLS # 1583307, and Dave W. Daline, NMLS # 1559188 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Mike J Dickson is currently registered to conduct business with residents of the following states: AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SD, TN, TX, UT, VA, WA, WI.

, Karl Lambert, NMLS # 1557440, Mike J Dickson, NMLS # 1677124, William Bard, NMLS # 1583307, and Dave W. Daline, NMLS # 1559188 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

William Bard is currently registered to conduct business with residents of the following states: AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SD, TN, TX, UT, VA, WA, WI. California Insurance License # 4241615.

, Karl Lambert, NMLS # 1557440, Mike J Dickson, NMLS # 1677124, William Bard, NMLS # 1583307, and Dave W. Daline, NMLS # 1559188 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Dave W. Daline is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, DE, FL, IA, ID, IL, IN, MA, MD, MN, MO, MT, NC, ND, NE, NM, NV, NY, OH, OR, PA, SD, TN, TX, UT, WA, WI. Arkansas Insurance License #568257. California Insurance License # 4035421.

, Karl Lambert, NMLS # 1557440, Mike J Dickson, NMLS # 1677124, William Bard, NMLS # 1583307, and Dave W. Daline, NMLS # 1559188 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Karl Lambert, NMLS # 1557440, Mike J Dickson, NMLS # 1677124, William Bard, NMLS # 1583307, and Dave W. Daline, NMLS # 1559188 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Karl Lambert, NMLS # 1557440, Mike J Dickson, NMLS # 1677124, William Bard, NMLS # 1583307, and Dave W. Daline, NMLS # 1559188 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Karl Lambert, NMLS # 1557440, Mike J Dickson, NMLS # 1677124, William Bard, NMLS # 1583307, and Dave W. Daline, NMLS # 1559188 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Karl Lambert, NMLS # 1557440, Mike J Dickson, NMLS # 1677124, William Bard, NMLS # 1583307, and Dave W. Daline, NMLS # 1559188 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Karl Lambert, NMLS # 1557440, Mike J Dickson, NMLS # 1677124, William Bard, NMLS # 1583307, and Dave W. Daline, NMLS # 1559188 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Karl Lambert, NMLS # 1557440, Mike J Dickson, NMLS # 1677124, William Bard, NMLS # 1583307, and Dave W. Daline, NMLS # 1559188 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.

Obtain more information about this financial advisor on FINRA's BrokerCheck website

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.

Contact information

Lambert Dickson Group

Phone: 612-371-2886

Karl Lambert, CAIA®, CFA, JD*

Managing Director - Financial Advisor,
Senior Consulting Group

Phone: 612-371-2886

Mike J Dickson, AIF®

Managing Director - Financial Advisor - ABD,
Senior Consulting Group

Phone: 612-371-7796

William Bard, ChFC®, JD*

Senior Vice President - Financial Advisor,
Senior Consulting Group

Phone: 612-371-7771

Dave W. Daline, CFP®

Senior Vice President - Financial Advisor,
Senior Consulting Group

Phone: 952-476-3755

Wendy Skarnes

Senior Investment Associate

Phone: 612-371-7897

Mai Her

Senior Business Associate

Phone: 612-371-7898

Grant Farley, CFP®

Senior Financial Associate

Phone: 612-313-1311

Zach Dickson, CLTC®

Senior Financial Associate

Phone: 612-248-4049

Casey O'Brien, CFP®

Investment Associate

Phone: 612-371-2359

Pa Chia Vue

Registered Client Associate

Phone: 612-371-2953

Address

Minneapolis
250 Nicollet Mall, Suite 2000
Minneapolis, MN 55401
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