Subscribe

Wells Fargo team managing $450 million joins RBC

$450 million

A group of three reps in Lincoln, Nebraska, makes the move.

Jerold Doell Jr., Douglas Kuszak and Gregory Yank, team members who managed $450 million at Wells Fargo Advisors in Lincoln, Nebraska, have joined RBC Wealth Management.

Moving with them is Kelli Kruse, their associate.

Doell had been with Wells Fargo for 20 years, Kuszak for 21 years and Yank for 14 years.

[More: Team managing $1 billion at Wells Fargo goes to RBC]

Diverse individuals challenged by cultural differences when entering advice industry

Related Topics: , ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Cresset adds two J.P. Morgan teams overseeing $5B

The two groups were among several former First Republic teams whose exits from J.P. Morgan were announced Friday.

Ascensus buying Vanguard small-business retirement offerings

The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.

Raymond James adds advisor from Wells Fargo

South Florida-based advisor had been overseeing $105 million in client assets at Wells.

Dimon says AI could be ‘transformational’

JPMorgan Chase's CEO says AI's impact on the economy could equal that of the steam engine.

Commonwealth case sends crystal-clear message

KO blow from the SEC offers pointed lesson: Don’t fight Uncle Sam

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print