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

Our Advisors

Find all advisor profiles here

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

Grandparents

Executive summary: The biotech revolution and longevity

Sep 04, 2025 | Frédérique Carrier

There’s more to a long life than simply a long lifespan. The number of years we spend in good health, or healthspan, is key. With biotech spurring promising medical innovations, we look at how it can fit into investment portfolios.

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Umbrellas

Nothing new about September slides for stock markets

Aug 28, 2025 | Kelly Bogdanova

Equity investors have long dreaded September. But we provide some context as to why stocks tend to sag in the month and explain why investors should keep their eye on the long-term ball when it comes to portfolio positioning.

Read more