Rob Kubik Email & Phone Number
Lead Wealth Planner @ Wedmont Private Capital
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Rob Kubik Location
- Grayslake, IL, US
Rob Kubik Work
- 2026 -now Lead Wealth Planner @
- 2025 -2026 Executive Planning Consultant - Executive Services @
- 2021 -2025 Benefits and Planning Consultant - Executive Services @
- 2017 -2021 Financial Consultant @
- 2016 -2017 Investment Consultant @
- 2014 -2016 Financial Advisor @ Edward Jones
- 2013 -2014 District Manager @
- 2011 -2013 Liebert Channel Sales Representative @
- 2003 -2011 Solutions Architect @
- 2001 -2003 Business Owner @ Window Fashion Design
- 1998 -2002 Project Manager and Internet Project Lead @
Rob Kubik Education
- FHS
- Western Michigan University
Bachelor of Business Administration (Finance)
Rob Kubik Skills
- Research
- Annuites
- Retirement Account Consolidation
- Individual Retirement
- Insurance
- SQL
- Edward Jones Advisory Solutions
- Leadership
- Integration
- Retirement Account
- Portfolio
- Financial Calculators
- Education Savings
- Systematic Investing
- Spending
- Exchange Traded Funds
- Edward Jones Advisory
- Business Retirement
- Business Retirement Plans
- Mutual Funds
- Portfolio and Retirement Plan Reviews
- Management
- Individual Retirement Accounts
- Spending and Borrowing Solutions
- Saving
- Fixed Income Investments
- Finance
- Equity Investments
Rob Kubik Summary
- Rob Kubik, based in Grayslake, IL, US, is currently a Lead Wealth Planner at Wedmont Private Capital. Rob Kubik brings experience from previous roles at Fidelity Investments. Rob Kubik holds a FHS. With a robust skill set that includes Research, Annuites, Retirement Account Consolidation, Individual Retirement, Insurance and more. Rob Kubik has 1 emails and 2 mobile phone numbers on RocketReach.
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