Monica Magnuson

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

• 06/2019 → Present
  Rbc Capital Markets , Llc
  St. Paul, MN
• 05/1996 → 09/2020
  Alt-Kie Computer Consultants, Inc.
  Saint Paul, MN
• 08/2008 → Present
  Sweet Martha's Cookie Jar
  Saint Paul, MN

Other Businesses

(1) NAME OF ENTITY: Sweet Martha's Cookie Jar ADDRESS: 1710 Carnes Ave, Falcon Heights, MN 55108 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Other START DATE: Aug 22, 2008 CAPACITY: Employee DUTIES: Work annually at the MN State fair at Sweet Martha's Cookie Jar as a baker. HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours

Exams

• S66 Uniform Combined State Law Examination
  2021-02-12

Other Names

• Monica Lynn Mergen