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Andrea Mae Lechner

Rbc Capital Markets, LLC

Lake Forest, IL

Gurnee, IL

CRD 3064445

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Employer firm

Rbc Capital Markets, LLC CRD 31194

$310B regulatory AUM 1,893 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Rbc Capital Markets, Llc

200 Vesey St., New York, NY 10281 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-07-14
  • IL RA
    APPROVED
    Since 2025-07-14

Branch Locations

950 N. Western Avenue Suite 200, Lake Forest, IL 60045-1734 • United States

Gurnee, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rbc Capital Markets, Llc Lake Forest IL 01/2024 Present
Goldstein Financial Group, Llc Deerfield IL 01/2002 06/2022
Capital Strategies Group, Inc. Deerfield IL 06/2022 12/2023
  • 01/2024 → Present
    Rbc Capital Markets, Llc
    Lake Forest, IL
  • 01/2002 → 06/2022
    Goldstein Financial Group, Llc
    Deerfield, IL
  • 06/2022 → 12/2023
    Capital Strategies Group, Inc.
    Deerfield, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-12
S63 Uniform Securities Agent State Law Examination 1998-07-25
  • S66 Uniform Combined State Law Examination
    2025-07-12
  • S63 Uniform Securities Agent State Law Examination
    1998-07-25
Other Names
  • Andrea Mae Ahlstrom
  • Andrea Mae Ahlstrom

View on SEC IAPD

Nearby Firms

J.P. MORGAN SECURITIES LLC
BUSS CAPITAL MANAGEMENT, LLC
ISTO ADVISORS, LLC

Nearby Investors

Allison Marie Ockwood
Kevin G. Rieger
Tommy Pirvu

Nearby Offices

J.P. MORGAN SECURITIES LLC · LAKE FOREST, IL
BUSS CAPITAL MANAGEMENT, LLC · LAKE FOREST, IL
ISTO ADVISORS, LLC · Lake Forest, IL

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