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Carolyn Toenges

Investment adviser representative at RBC Capital Markets, LLC
11 yearsExperience
1 stateRegistered in
$310.4BFirm assets
49 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

11 years in the industry.

  1. RBC Capital Markets, LLCMar 2023 to now
  2. UnemployedJan 2023 to Mar 2023
  3. Generations Title CompanyJul 2021 to Jan 2023
  4. Brew City PizzaSep 2020 to Jan 2022
  5. UnemployedJan 2020 to Sep 2020
  6. PinstripesSep 2019 to Dec 2019
  7. University of Wisconsin-madison Meld LabMay 2019 to Aug 2019
  8. Jimmy JohnsApr 2019 to Jul 2019
  9. Hillel MadisonSep 2018 to Dec 2018
  10. Garlough Environmental Magnet SchoolJul 2018 to Aug 2018
  11. Newport Lutheran ChurchJun 2018 to Jul 2018
  12. Uw- Madison Athletics, Premium ServicesAug 2017 to Jan 2019
  13. Fresh Madison MarketSep 2016 to Sep 2017
  14. Uw MadisonSep 2015 to Dec 2018

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (WI).

RBC Capital Markets, LLC

$310.4BAssets managed
283,910Clients
3,838Advisers
49 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7718640
Firm CRD
31194
Advisor's SEC record (opens in a new tab)
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