Brian Raab Email & Phone Number
Registered Representative, Financial Advisor
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Brian Raab Location
- Saint Paul, MN, US
Brian Raab Work
- 2015 - now Registered Representative, Financial Advisor @ Trustmont Financial Group, Inc.
- 2015 - now Investment Advisor Representative (IAR) @
- 1993 - now Financial Advisor @ Comprehensive Planning Partners LLC
- 1993 - 2010 Financial Advisor @
Brian Raab Education
- The American College
Advanced Financial Planning Strategies (Advanced Financial Planning Strategies)
2000 - 2005 - University of Wisconsin-Madison
Bachelor's degree (Finance, Investments, Banking)
1989 - 1994
Brian Raab Skills
- Small Business
- Portfolio Management
- Project Management
- Investments
- Microsoft Excel
- Healthcare
- Iar
- Services
- Retirement Planning
- Asset Allocation
- Financial Analysis
- Referrals
- Disability Insurance
- Financial Services
- Employee Benefits
- Life Insurance
- Financial Planning
- 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 in Advanced Financial Planning Strategies @ The American College. With a robust skill set that includes Small Business, Portfolio Management, Project Management, Investments, Microsoft Excel and more. Brian Raab has 2 emails and 2 mobile phone numbers on RocketReach.
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