Robert Brooks Email & Phone Number
VP Financial Advisor @ Wealth Enhancement Group
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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 1 mobile phone numbers on RocketReach.
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Top Wealth Enhancement Group Employees
Brian Fricke
Senior Vice President, Financial Advisor
Orlando, FL, US
Eric Weiss
Chief Growth Officer
San Francisco, CA, US
Bill Rice
Chief Legal Officer
Circle Pines, MN, US
Kelly Windorski
Chief Financial Officer
Saint Paul, MN, US
Jerry Furciniti
Managing Director
Fairport, NY, US
Tom Breiter
SVP Financial Advisor
Bradenton, FL, US
Ed Shill
Founder: Molly and Ed Shill Cares Foundation
Canandaigua, NY, 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
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