Schluchter Investment Group - RBC Wealth Management Group

Wayne Schluchter

Managing Director - Financial Advisor, Senior Consulting Group

"The best investment and portfolio advice begins with the right relationship.”

Wayne leads a team of financial advisors who are knowledgeable, personally committed, and focused on providing financial solutions tailored to client needs. He understands that as clients’ lives change, their priorities and goals may evolve, requiring new financial plans. Specializing in providing comprehensive wealth management services, Wayne’s emphasis is on helping clients grow, protect and preserve their wealth. He realizes that in today’s volatile market, the advice of a trusted professional is more valuable than ever. Wayne takes the time to understand each client’s financial objectives, risk tolerance and future financial goals to help determine the correct plan. Individualized attention creates a strong bond and sense of trust between Wayne and his clients. This is a distinguishing component of an investment relationship with Schluchter Investment Group.

Wayne graduated from North Dakota State University in 1982 with a degree in business administration. He has more than 30 years of experience in the financial services industry, including a decade with Dain Bosworth. Wayne received the Forbes Best-in-State Wealth Advisor award in 2023 and AdvisorHub "Advisors to Watch" award in 2023.

Wayne lives in St. Cloud with his wife, Juli, and their son, Isaac. Wayne shares his time and talent in several organizations, including Tech High School Football, St. Cloud Rotary Club, North Dakota State University Foundation and the Central Minnesota Community Foundation.

<p>The 2023 Forbes “Best-In-State Wealth Advisors” award was announced April 2023. Data as of 6/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.</p>

<p>The 2023 AdvisorHub “Advisors to Watch” award was announced June 2023. Data as of 12/31/2021 and 12/31/2022 was provided and considered for this award. The ranking recognizes advisors across the country for their quality of practice, professionalism, character and community involvement. Criteria considered included: assets under management, production/revenue, team size and more. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.</p>

Alex Coulter

Associate Vice President, Senior Financial Associate

320-203-6544

“My focus is designing an investment strategy that creates a relationship of trust with my clients as I work to protect and manage their investments.”

With a passion for assisting younger clients who are just beginning their financial journey, Alex takes pride in walking them through each piece of the financial planning process in a clear and strategic manner. Alex works with our mutual insurance clients. With Schluchter Investment Group’s experience of working with more than half of Minnesota’s mutual insurance companies, he can offer a time-tested process to simplify the role of board members and the responsibility they have to the policyholders of their company.

Alex graduated from Winona State University with a degree in finance, and with an MBA from St. Cloud State University.

Alex lives in Sartell with his wife Paige, and children Rhett and Brynn. He loves spending time with his family and they enjoy traveling, hiking and golfing. Alex is an active member of the community and serves as the President of the Board of Directors at Quiet Oaks Hospice.

Kim Thyen Nies

Senior Investment Associate

320-203-6555

Kim has enjoyed 30 years working in the financial industry with Schluchter Investment Group. Kim attended Concordia College and graduated magna cum laude from St. Cloud State University with a degree in communications and she has passed the FINRA Series 7 securities exam. Clients benefit from her experience and passion to provide premier client service.

Kim and her husband, Jason, live in Sartell and have the privilege of parenting four children. They are involved in their children’s activities, their church and their school district. They enjoy volunteering and traveling together. Kim’s greatest pride and joy is her family.

Janet McConkey

Senior Registered Client Associate

320-203-6543

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Janet came to our team from the nonprofit sector. She has been with Schluchter Investment Group for over 10 years. Janet graduated from the University of Northwestern with a degree in business and from Bethel University, magna cum laude. She has passed her FINRA Series 7 exam. She plays a key role in providing our clients with a seamless experience and positive outcomes.

Janet enjoys spending quality time with her husband Paige and her family. Janet enjoys traveling, photography and volunteering with community organizations.

*2022 RBC Annual Award of Excellence Winner

Jennifer Thoennes

Registered Client Associate

320-656-4781

Jen recently joined the Schluchter Investment Group and has been with RBC Wealth Management for the last 6 years. Jen graduated from St. Cloud State University with a Bachelor of Science in Community Health and an Associate of Applied Science in Sales and Management from St. Cloud Technical College. Professionally, Jen is excited to be a part of a caring team that strives to help each of their clients reach their unique financial goals.

Outside of work, Jen enjoys time with her two young children. They love being outdoors gardening, hiking, playing Frisbee or just basking in the sunshine.