Welcome to the Minneapolis Complex


The Minneapolis Complex is unique. We have the advisors and locations to fit your style, location and personality. The culture at RBC Wealth Management has been, and always will be, that of a global leader with local roots.

 

A stable, safe, and sustainable global financial institution

RBC has proven to be consistently strong and stable with a high-quality balance sheet, proactive risk management, and a strong liquidity position.  RBC’s financial strength and scale are levers that help us achieve greater results for our advisors. Experience the expertise of a leading global financial institution.

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Approximately 97,000 employees speaking over 100 languages serve more than 19 million clients worldwide
  • One of the world’s leading diversified financial services companies, providing personal and commercial banking, wealth management services, insurance, corporate and investment banking, and transaction processing services on a global basis
    • Moody's Aa1 and A1/ stable4
    • Standard & Poor's AA-2 and A3 / stable4
    • Fitch Ratings AA and AA- / stable4
  • Additionally, RBC has a reputation of stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

Our Team

Our team is located at

250 Nicollet Mall, Suite 2000, Minneapolis, MN, 55401, USA

Bill Boehm, AWM, CIMA®

Senior Managing Director - Complex Director

Melissa Moser

Melissa Moser

Vice President - Complex Assistant Manager

Dawn Barrett

Associate Vice President, Complex Assistant Manager

Karen Havel

Karen Havel

Associate Vice President, Complex Assistant Manager

Latest Insights

Brandenburg Gate, Berlin

Europe summer 2025: Headlines galore

Aug 21, 2025 | Frédérique Carrier

Europe has seen heavy news flow this summer. We look beyond the headlines to identify what we believe are attractive areas of the European equity market.

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Woman looking at a computer

Tapping the brakes on the equity rally: Q3/Q4 challenges ahead

Aug 15, 2025 | Robert Sluymer, CFA, Technical Strategist – New York

The S&P 500 uptrend reached an all-time high, but there could be more challenges in Q3 and Q4. With market cap concentration, seasonality trends, and valuation concerns, is it time to rebalance your portfolio?

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