Robert Markle Email & Phone Number
Senior Financial Representative and Principal Securities Registered Representative and Financial Advisor @ Principal Financial Group
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Robert Markle Location
- Guthrie, OK, US
Robert Markle Work
- Senior Financial Representative and Principal Securities Registered Representative and Financial Advisor @ (July 2022 - Present)
- Financial Advisor @ (May 1991 - Present)
- Managing Director @ (January 2015 - July 2022)
- Senior Management Associate @ (October 2014 - June 2015)
- Partner @ (May 1991 - August 2014)
Robert Markle Education
- The American College of Financial Services
CLF (CLTC)
2006-2014 - Pennsylvania College of Technology
Business Administration and Management (General)
1972-1973
Robert Markle Skills
- 401k
- Asset Allocation
- Buy-sell Agreements
- CLF 2.0
- CLTC
- Charitable Gift Planning
- Charitable Giving
- Coaching
- Customer Service
- Deferred Compensation
- Disability Insurance
- Estate Planning
- Executive Management
- FINRA Series 24
- FINRA Series 6
- FINRA Series 7
- Fixed Annuities
- General Agents and Managers Association, GAMA Essentials of Leadership
- IRAs
- Insurance
- Leadership
- Leadership Development
- Life Insurance
- Long Term Care Insurance
- Long-term Care
- Management
- Mutual Funds
- Public Speaking
- Retirement
- Retirement Planning
- Sales
- Sales Management
- Securities
- Series 63
- Strategic Planning
- Team Building
- Term Life Insurance
- Variable Annuities
- Wealth Accumulation
- Wealth Accumulation Strategies
Robert Markle Summary
- Robert Markle, based in Guthrie, OK, US, is currently a Senior Financial Representative and Principal Securities Registered Representative and Financial Advisor at Principal Financial Group. Robert Markle brings experience from previous roles at Principal Financial Group, MassMutual Greater Houston and Thrivent Financial. Robert Markle holds a 2006 - 2014 CLF in CLTC @ The American College of Financial Services. With a robust skill set that includes 401k, Asset Allocation, Buy-sell Agreements, CLF 2.0, CLTC and more. Robert Markle has 1 emails and 4 mobile phone numbers on RocketReach.
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Top Principal Financial Group Employees
Bradley Wagner
Chief Inclusion Officer
Des Moines, IA, US
Ken McCullum
Chief Risk Officer
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Chris Littlefield
President - Retirement and Income Solutions
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Drew Buhrow
VP - IT
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Larry Zimpleman
Chairman, President and CEO
Des Moines, IA, US
Angela Newton
Chief Accounting Officer, AVP US Insurance Solutions
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David Rigler
CFO - Bank and Trust and Income Solutions
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Chaun Powell
President- Elevate by Principal
Denver, CO, US
Farnaz Maters
Chief Marketing Officer, Retirement and Income Solutions
Des Moines, IA, US
Julie Leclere
Chief Operating Officer - Principal Securities
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Lou Flori
Chief Financial Officer - Retirement and Income Solutions division
Des Moines, IA, US
Joe Koenigs
Managing Director - Private Debt Originations
Des Moines, IA, US
Renee Hamlen
Chief Marketing Officer - Benefits and Protection
Des Moines, IA, US
Amy Friedrich
President - Benefits and Protection
West Des Moines, IA, US
Jeremy Driscoll
Managing Director
Des Moines, IA, US
Tim Soderholm
Chief Risk Officer (CRO)
Des Moines, IA, US
Tim Dunbar
President, Global Asset Management
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Dawn Roberts
CFO - PFN and PSI
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