Kaleb Robuck

Kaleb Robuck

TeleFund Raiser

Followers of Kaleb Robuck384 followers
location of Kaleb RobuckOmaha Metropolitan Area

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  • 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
      Red Oak Chamber and Industry AssociationAssociated with Kaleb Robuck