Chase D Polacek

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

• 01/2022 → Present
  Rbc Capital Markets, Llc
  Edina, MN
• 07/2012 → 12/2021
  Target Corporation
  Minneapolis, MN
• 04/2022 → Present
  City National Bank
  Edina, MN

Other Businesses

(1) NAME OF ENTITY: The Fortis Academy ADDRESS: 7000 Washington Ave S Eden Prairie MN 55344 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Private and Small Group Athletic Training (Primarily Hockey Focused) CAPACITY: Other START DATE: 9/7/22 DUTIES: on ice hockey coach/instructor HOURS DEVOTED PER MONTH: 3 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (2) NAME OF ENTITY: The Rensselaer Alumni Association (RAA) ADDRESS: 1301 Peoples Ave Troy NY 12180 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: The RAA Board helps plan programs and services for alumni, and serves to represent alumni interests CAPACITY: Board of Directors * START DATE: 07/01/2024 DUTIES: Help plan programs and services for alumni, and serves to represent alumni interests to the Institute. Work with local chapter in Minnesota and other chapters across the country. HOURS DEVOTED PER MONTH: 0.025 - .5 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0

Exams

• S66 Uniform Combined State Law Examination
  2022-02-17

Other Names

• Chase Polacek