RBC Capital Markets
47yrs
Top advisor by experience in Minnesota
41yrs
David Wolfe is a fiduciary financial advisor in Minneapolis, Minnesota, with 41 years in the industry. After two years at Gradient Wealth Management and a year at Thrivent Investment Management, David joined RBC Capital Markets in 2019, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets and flat fees.
One of 2437 advisors with offices in Minneapolis, and one of 2209 fiduciaries.
At a glance
Experience41 years (since 1986)
How that compares ?Top 2% by experience in Minneapolis
Office250 Nicollet Mall Suite 1700, 16th Floor, Minneapolis, MN 55401
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.02 million
Advisors at the firm3,840
States licensed ?1 state
Services through RBC Capital Markets
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowRBC Capital Markets, LLCCurrent firm
- 2017 – 2019Gradient Securities, LLCPreviously
- Apr 2016 – Dec 2016Thrivent Investment Management Inc.Previously
Contact David
250 Nicollet Mall Suite 1700, 16th FloorMinneapolis, MN 55401Office · Get directions Firm main line(212) 858-7000Headquarters: RBC Capital Markets · New York, NY Firm websiteus.rbcwealthmanagement.com/columbus
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call RBC Capital Markets at (212) 858-7000 and ask for David Wolfe. David works from the Minneapolis, MN office.
How long has David been a financial advisor?
David has been in the industry since 1986, about 41 years. Top 2% by experience in Minneapolis.
What licenses does David hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
RBC Capital Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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