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Kaleb Robuck

TeleFund Raiser

384 followers

Omaha Metropolitan Area

Connect with Kaleb Robuck to Send Message

Connect with Kaleb Robuck to Send Message

Timeline
About me
Lead Advisor | Portfolio Manager
Education
- Kirkwood Community College
  2010 - 2012
  Associate of Arts (AA) Business/Commerce, General
- University of Iowa - Henry B. Tippie College of Business
  2012 - 2014
  Bachelor’s Degree Financial Planning and Services
Experience
- RuffaloCODY
  Sept 2010 - Jul 2011
  TeleFund Raiser
- Tradehome Shoes
  Aug 2011 - Jul 2014
  Sales Associate
- City of Knoxville
  Jan 2012 - Jan 2012
  Intern
- Gremler Financial Group
  Jul 2014 - Apr 2015
  Advisors Assistant/ Financial Planning Intern
  Gremler Financial Group is a wealth management firm with experience in financial, tax, estate, and investment planning. Throughout my intensive 10 month internship I gained valuable experience constructing financial plans, observing investment committee meetings and implementing new technologies and services into the office.
- Milestone Financial Group, Inc.
  May 2015 - now
  Investment Advisor Representative
  For the past 60 years, Miller Financial Group has worked to strengthen the financial lives of our clients. We utilize our experience to work toward protecting your resources and to help you plan for your financial success. We care about our clients and strive to provide caring, personal service all while utilizing the tools needed for success in today’s fast-paced financial landscape.
Licenses & Certifications
- Series 7
  Financial Industry Regulatory Authority (FINRA)
- Series 66
  Financial Industry Regulatory Authority (FINRA)
Volunteer Experience
- Volunteer
  Issued by Red Oak Chamber and Industry Association on Jun 2015
  Associated with Kaleb Robuck

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