Rob Kubik Email & Phone Number
Lead Wealth Planner @ Wedmont Private Capital
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Rob Kubik Location
- Grayslake, IL, US
Rob Kubik Work
- Lead Wealth Planner @ (March 2026 - Present)
- Executive Planning Consultant - Executive Services @ (June 2025 - March 2026)
- Benefits and Planning Consultant - Executive Services @ (May 2021 - June 2025)
- Financial Consultant @ (March 2017 - May 2021)
- Investment Consultant @ (June 2016 - March 2017)
- Financial Advisor @ Edward Jones (November 2014 - April 2016)
- District Manager @ (February 2013 - October 2014)
- Liebert Channel Sales Representative @ (May 2011 - February 2013)
- Solutions Architect @ (January 2003 - April 2011)
- Business Owner @ Window Fashion Design (January 2001 - January 2003)
- Project Manager and Internet Project Lead @ (January 1998 - January 2002)
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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