Mary Terese Wetzel

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2021 → Present
  Rbc Capital Markets, Llc
  De Pere, WI
• 07/1988 → 08/2021
  Associated Bank
  Shawano, WI
• 08/2022 → Present
  City National Bank
  De Pere, WI

Other Businesses

1) NAME OF ENTITY: WHISPERING PINES LLC ADDRESS: W8557 RUSTIC DRIVE, CLINTONVILLE WI 54929 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: 41 UNIT STORAGE FACILITY CAPACITY: Owner - Active START DATE: 01/01/98 DUTIES: send out billings, collect rents and pay expenses HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 2) NAME OF ENTITY: Single Family Residence-Rental ADDRESS: N2826 County Rd Y Clintonville WI 54929 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Rental Property CAPACITY: Owner - Active START DATE: 01/01/10 DUTIES: make deposits and pay bills HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 3) NAME OF ENTITY: SILVER LINE DISTRIBUTORS LLC ADDRESS: N2829 County Rd Y Clintonville WI 54929 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Distributes Mission Tortilla Products to Grocery Stores in Shawano and Waupaca Counties CAPACITY: Owner - Active START DATE: 04/01/08 DUTIES: I balance books, pay expenses and maintain account HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 4) NAME OF ENTITY: SHAWANO COUNTRY CHAMBER OF COMMERCE ADDRESS: 1263 S MAIN ST SHAWANO WI 54166 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: CHAMBER VISITOR CENTER CAPACITY: Committee/Council Member (not associated with the Board of Directors) START DATE: 06/01/23 DUTIES: Ribbon cutting for new business owners that come to Shawano. Meet current members at Chamber Events or volunteer at these events HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 1

Exams

• S66 Uniform Combined State Law Examination
  2022-07-09

Other Names

• Mary Wetzel
• Mary Terese Wearing