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 88,000 employees speaking over 100 languages serve more than 17 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, Minneapolis, MN, 55401, USA

Bill Boehm, AWM, CIMA®

Vice President - 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

Man and boy playing with sailboat in pond

Age-based guidelines for retirement income planning

Apr 15, 2024 | RBC Wealth Management

Wisdom compares life to a journey – it’s also apt for retirement. Retirement is more like a decades-long odyssey around the world than a summer spent learning to sail. Careful planning tantamount to living comfortably and not running out of money.

Read more
Hands holding a crafted heart

Share your wealth wisely with gift-giving strategies

Apr 15, 2024 | RBC Wealth Management

Charitable giving and other monetary gifting approaches can be powerful and effective ways to leave your financial legacy. Each strategy has its own advantages and benefits.

Read more