Dakota Wealth
45yrs
Top advisor by experience in Stillwater
26yrs
William Kohn
Financial advisor at RBC Capital Markets
William Kohn is a fiduciary financial advisor in Stillwater, Minnesota, with 26 years in the industry. William joined RBC Capital Markets in 2013, 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 96 advisors with offices in Stillwater, and one of 90 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 25% by experience in Minnesota
Office350 N. Main Street Suite 106, Stillwater, MN 55082
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 ?2 states
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
- 2013 – nowRBC Capital Markets, LLCCurrent firm
Questions to ask William
Tailored to William’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 William
How do I contact William?
Call RBC Capital Markets at 212-858-7000 and ask for William Kohn. William works from the Stillwater, MN office.
How long has William been a financial advisor?
William has been in the industry since 2000, about 26 years. Top 25% by experience in Minnesota.
What licenses does William hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
RBC Capital Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask William 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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