Brian Raab Email & Phone Number
Registered Representative, Financial Advisor
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Brian Raab Location
- Saint Paul, MN, US
Brian Raab Work
- Registered Representative, Financial Advisor @ Trustmont Financial Group, Inc. (December 2015 - Present)
- Investment Advisor Representative (IAR) @ (December 2015 - Present)
- Financial Advisor @ Comprehensive Planning Partners LLC (July 1993 - Present)
- Financial Advisor @ (July 1993 - July 2010)
Brian Raab Education
- The American College of Financial Services
Advanced Financial Planning Strategies
2000-2005 - University of Wisconsin-Madison
Bachelor's degree (Finance, Investments, Banking)
1989-1994
Brian Raab Skills
- Asset Allocation
- Disability Insurance
- Employee Benefits
- Financial Analysis
- Financial Planning
- Financial Services
- Investments
- Life Insurance
- Portfolio Management
- Referrals
- Retirement Planning
- Small Business
- Project Management
- Microsoft Excel
- Healthcare
- Iar
- Services
- Project Planning
- Microsoft Office
Brian Raab Summary
- Brian Raab, based in Saint Paul, MN, US, is currently a Registered Representative, Financial Advisor at Trustmont Financial Group, Inc.. Brian Raab brings experience from previous roles at Trustmont Advisory Group, Comprehensive Planning Partners LLC and Northwestern Mutual Financial Network. Brian Raab holds a 2000 - 2005 Advanced Financial Planning Strategies @ The American College of Financial Services. With a robust skill set that includes Asset Allocation, Disability Insurance, Employee Benefits, Financial Analysis, Financial Planning and more. Brian Raab has 1 mobile phone numbers on RocketReach.
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