Robert Brooks Email & Phone Number
VP Financial Advisor @ Wealth Enhancement Group
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Robert Brooks Location
- Hubertus, WI, US
Robert Brooks Work
- 2023 -now VP Financial Advisor @
- 2022 -2023 Senior Portfolio Manager @ 1834 Investment Advisors
- 2022 -2022 Senior Portfolio Manager @ Northern Oak Wealth Management
- 2016 -2022 Senior Vice President-Relationship Manager @
- 2007 -2016 Vice President - Relationship Manager @ Cleary Gull Advisors Inc.
- 2005 -2007 Business Development Officer @
- 2001 -2005 Marketing Consultant and Sales Desk Manager @
- 1996 -2001 Client Service Representative and Manager @ Strong Investments
Robert Brooks Education
- University of Wisconsin-Milwaukee
MBA (Finance)
1999-2002 - University of Wisconsin-Milwaukee
Bachelor of Business Administration (BBA) (Finance and Human Resource Management)
1989-1994
Robert Brooks Skills
- Mutual Funds
- Series 7
- Investments
- Series 63
- Asset Allocation
- Asset Managment
- Retirement Planning
- Wealth Management
- Equities
- Securities
- Series 6
- Strategic Financial Planning
- Investment Advisory
- CFP
- Series 24
- Series 65
- Certified Financial Planner
- Alternative Investments
- Portfolio Management
- Investment Strategies
- Asset Management
- Social Media
- Financial Planning
- Sales Management
- Project Management
- Leadership
Robert Brooks Summary
- Robert Brooks, based in Hubertus, WI, US, is currently a VP Financial Advisor at Wealth Enhancement Group. Robert Brooks brings experience from previous roles at 1834 Investment Advisors, Northern Oak Wealth Management, Johnson Financial Group and Cleary Gull Advisors Inc.. Robert Brooks holds a 1999 - 2002 MBA in Finance @ University of Wisconsin-Milwaukee. With a robust skill set that includes Mutual Funds, Series 7, Investments, Series 63, Asset Allocation and more. Robert Brooks has 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Robert Brooks?
Find contact details for 700 million professionals.
Others Named Robert Brooks
Robert Brooks
Chief Technology Officer
Boston, MA, US
Robert Brooks
VP Financial Advisor
Hubertus, WI, US
Robert Brooks
Founder and CEO
Toronto, ON, CA
Robert Brooks
President
Baton Rouge, LA, US
Robert Brooks
Chief Information Officer
Phoenix, AZ, US
Robert Brooks
Founder
Katy, TX, US
Robert Brooks
Chief Financial Officer and Treasurer
Austin, TX, US
Top Wealth Enhancement Group Employees
Dan Stampf
Chief Product Officer
Laguna Niguel, CA, US
Eric Weiss
Chief Growth Officer
San Francisco, CA, US
Bill Rice
Chief Legal Officer
Circle Pines, MN, US
Kristopher Carroll
Managing Director, Carolinas
Charlotte, NC, US
Jim Trippon
Sr. Vice President
Houston, TX, US
Jerry Furciniti
Managing Director
Fairport, NY, US
Dawn Elmore
Chief People and Productivity Officer
Orange Park, FL, US
Tom Breiter
SVP Financial Advisor
Bradenton, FL, US
Ray Hawkins
Senior vice President, financial Planning
Warren, NJ, US
Margaret Towle
Senior Vice President-Financial Advisor
Saint Paul, MN, US
Neil Leonard
SVP, Performance Marketing and Analytics
San Francisco, CA, US
Joe Dieckhaus
Chief Compliance Officer
Minneapolis, MN, US
David Carlson
President, Wealth Enhancement Trust Services
Madison, WI, US
Max Kayajanian
Managing Director
Los Angeles, CA, US
Steven Kaye
Managing Director
Warren, NJ, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co