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RB Wealth Management

Claire Walmer

CERTIFIED FINANCIAL PLANNERTM
rbwealthmanagement@lpl.com   |  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 PLANNERTM 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.

 

Brooke Palmer

LPL Financial Advisor
rbwealthmanagement@lpl.com   |  608.381.9582
RB Wealth Management  |  Located at Royal Bank

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

Brooke graduated from UW-Platteville in 2013 with a Bachelor’s of Science in Business. She accepted her first financial position shortly after college, received her series 7 and 66 license and developed a true passion for helping others understand the big picture. The financial world is intimidating and confusing at times; it is her goal to prepare others by simplifying a financial plan that can be executed with confidence. Whether you are preparing for the future, looking to retire, or have insurance needs, we are here to help!

Outside of the financial world, it is important to her to make family time a top priority. Her husband serves in the military and they have two young children. They enjoy family vacations, motorcycle rides, boating and playing euchre. Brooke also loves to casually sing, play volleyball, softball and any other outdoor activity!

 

Dedication to clients

It is most important to us to learn about you! By understanding your goals, lifestyle and future needs, together, we will build a financial plan that suits you. We hope to develop long-term relationships that have meaning and importance. We like our meetings to be built around lighthearted conversations that not only generate some laughing and getting to know you, but also cover the important topics and answer any questions, big or small!

Any questions you might have are important to us. Please feel free to reach out to us directly and we will do our best to get back to you within a reasonable timeframe. We appreciate you taking the time to learn more about us and hope we also have to opportunity to learn more about you! Please feel free to reach out directly, anytime.

 

 


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. 
 

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