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RBC Wealth Management

The Rashidi Group

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          • Home
          • About
            • Meet the team
            • The RBC Wealth Management difference
            • Working with a CFP®
            • Client experience
          • Wealth planning
            • RBC WealthPlan
            • Wealth management approach
            • RBC Wealth Management Online
          • Insights
          • Contact
          Team image of Rashidi Group

          Wael Rashidi, NMLS # 2108178, Mary Wetzel, NMLS # 523679, and Julie Niznansky, NMLS # 1082475 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.

          , Wael Rashidi, NMLS # 2108178, Mary Wetzel, NMLS # 523679, and Julie Niznansky, NMLS # 1082475 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.

          , Wael Rashidi, NMLS # 2108178, Mary Wetzel, NMLS # 523679, and Julie Niznansky, NMLS # 1082475 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.

          , Wael Rashidi, NMLS # 2108178, Mary Wetzel, NMLS # 523679, and Julie Niznansky, NMLS # 1082475 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.

          , Wael Rashidi, NMLS # 2108178, Mary Wetzel, NMLS # 523679, and Julie Niznansky, NMLS # 1082475 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.

          , Wael Rashidi, NMLS # 2108178, Mary Wetzel, NMLS # 523679, and Julie Niznansky, NMLS # 1082475 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.

          , Wael Rashidi, NMLS # 2108178, Mary Wetzel, NMLS # 523679, and Julie Niznansky, NMLS # 1082475 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

          The Rashidi Group

          Phone: 920-343-4570

          Wael Rashidi, CFP®, ChFC®, RICP®

          Managing Director - Financial Advisor,
          Senior Portfolio Director

          Phone: 920-343-4570
          Cell: 920-634-8419

          Mary Wetzel

          Associate Vice President - Financial Advisor,
          Portfolio Director

          Phone: 920-343-4560
          Cell: 920-445-1958

          Jean Wanish

          Senior Client Associate

          Phone: 920-343-4548
          Cell: 920-241-1688

          Michael Marshall, APP

          Investment Associate

          Phone: 920-343-4549
          Cell: 920-200-2961

          Morgan Beyer

          Client Associate

          Phone: 920-200-6157

          Julie Niznansky, CWS®

          Financial Advisor

          Phone: 414-553-8693
          Cell: 414-553-8693

          Owen Johnson

          Registered Client Associate

          Phone: 920-466-1942
          Cell: 920-466-1942

          Address
          Green Bay
          2465 Marina Circle, Suite 500
          Green Bay, WI 54304
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