Meet Our Advisor

 
  Claire Walmer

    CERTIFIED FINANCIAL PLANNER^TM
    c.walmer@lpl.com   |  (p) 608.826.6538  |  (c) 608.400.2428
    RB Wealth Management  |  Located at Royal Bank

Check out the background of investment professionals associated with this site on FINRA's BrokerCheck.

As a CERTIFIED FINANCIAL PLANNER^TM professional for over 20 years, Claire is known for helping, educating and supporting clients as they develop strategic financial plans for the future. Claire's passion is to partner and help clients and their families pursue their financial dreams. She is driven by personal experiences and has a deep desire to help families prepare for their financial future.  

Claire is passionate about giving back to her local community, including working with the Merrimac Community Festival, serving as a member of her local snowmobile club and helping as a coordinator for her local school fund raisers. When she’s not volunteering in the community or helping customers, Claire enjoys swimming, camping, riding her ATV, bike riding and spending time with her husband, Ted and son, Braden. As a Wisconsin girl at heart, she can be found cheering on the Packers, Badgers or Brewers all year long.

 

A printable version of RB Wealth Management services can be found here.

 

 

 

 

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Royal Bank and RB Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using RB Wealth Management, and may also be employees of Royal Bank.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of,  Royal Bank or RB Wealth Management.  Securities and insurance offered through LPL or its affiliates are:

Not insured by FDIC or any other government agency

Not bank guaranteed

Not bank deposits or obligations

May lose value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, IA, IL, NY, TX, WI.