Rhett Paul Neuman

Managing Director- Financial Advisor-senior Portfolio Manager-portfolio Focus @RBC Wealth Management

Stillwater, MN

Please visit my website: comprehensive wealth management solutions in conjunction with CPA\'s, estate planning attorneys, private bankers, trust departments/officers, and insurance consultants-Create income distribution strategies for retirees incorporating retirement accounts, taxable accounts (including equities and fixed income securities), annuities, and cash management models-Implement strategies around corporate and individual retirement plans including 401k, SEP IRA, SIMPLE IRA, IndiK, IRA, and 403b plans-Design, implement and monitor multiple risk adjusted investment models using industry leading global asset managers and analysis tools-Perform account coordination and reviews for accounts held at our firm as well as accounts held away-Assist in beneficiary coordination with taxable accounts (POD/TOD), IRA\'s, insurance policies, and retirement plans-Help capitalize on tax benefits of utilizing 529 college savings plans for familiesPlease visit for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

University of Wisconsin-Stout

Business Administration and Management, General

Minnesota State Moorhead

Bachelors of Science, Finance