Robert Brooks Email & Phone Number
VP Financial Advisor @ Wealth Enhancement Group
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Robert Brooks Location
- Hubertus, WI, US
Robert Brooks Work
- VP Financial Advisor @ (June 2023 - Present)
- Senior Portfolio Manager @ 1834 Investment Advisors (December 2022 - May 2023)
- Senior Portfolio Manager @ Northern Oak Wealth Management (May 2022 - December 2022)
- Senior Vice President-Relationship Manager @ (May 2016 - April 2022)
- Vice President - Relationship Manager @ Cleary Gull Advisors Inc. (September 2007 - May 2016)
- Business Development Officer @ (January 2005 - January 2007)
- Marketing Consultant and Sales Desk Manager @ (January 2001 - January 2005)
- Client Service Representative and Manager @ Strong Investments (January 1996 - January 2001)
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.
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