Robert Brooks
Vice President, Financial Advisor
CFP®
Contact Robert
Team Office
Robert’s Locations
Milwaukee, WI 53217 (414) 352-8460
About Robert
Robert began his career in 1994 with a variety of positions in sales, service and management. Since 2007, he has advised clients on investment management solutions across all major asset classes, prioritizing preservation and growth through asset allocation, security selection, and tax planning. During his years in the financial services industry, he has earned the Certified Financial Planner™ designation and strives to understand and serve his clients unique needs by approaching from a comprehensive financial planning mindset and providing candid advice.
Robert lives in Hubertus, Wisconsin near Holy Hill where he enjoys playing golf, volunteering at St. Gabriel’s Church, and spending time with his family. He and wife, Kristi, share three daughters, Hannah, Ashlyn and Addison.
Education
- MBA - Finance, University of Wisconsin-Milwaukee
- BBA - Finance and Human Resources, University of Wisconsin-Milwaukee
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.