RBC Capital Markets
47yrs
Top 1% for experience in Minneapolis
47yrs
Paul Kenneth Joas
Financial advisor at RBC Capital Markets
At a glance
Experience47 years (since 1979)
How that compares ?Top advisor for experience in Minnesota
Office250 Nicollet Mall Suite 2000, 16th Floor, Minneapolis, MN 55401
How the firm is paid ?Percent of assets, Flat fee
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.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2013 – nowRBC Capital Markets, LLCCurrent firm
Questions to ask Paul
Tailored to Paul’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?
About Paul
How do I contact Paul?
Call RBC Capital Markets at 212-858-7000 and ask for Paul Kenneth Joas. Paul works from the Minneapolis, MN office.
How long has Paul been a financial advisor?
Paul has been in the industry since 1979, about 47 years. Top advisor for experience in Minnesota.
What licenses does Paul hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Paul a fiduciary?
Paul is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Paul paid?
RBC Capital Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Paul for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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