Kaleb Robuck

Investment Advisor Representative at Milestone Financial Group, Inc.
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Contact Information
us****@****om
(386) 825-5501

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Credentials

  • Series 66
    Financial Industry Regulatory Authority (FINRA)
  • Series 7
    Financial Industry Regulatory Authority (FINRA)

Experience

  • Milestone Financial Group, Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Investment Advisor Representative
      • May 2015 - Present

      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. 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.

  • Gremler Financial Group
    • Financial Services
    • 1 - 100 Employee
    • Advisors Assistant/ Financial Planning Intern
      • Jul 2014 - Apr 2015

      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. 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.

  • Tradehome Shoes
    • United States
    • Retail
    • 100 - 200 Employee
    • Sales Associate
      • Aug 2011 - Jul 2014

  • City of Knoxville
    • Intern
      • 2012 - 2012

  • Ruffalo Noel Levitz
    • United States
    • Higher Education
    • 700 & Above Employee
    • TeleFund Raiser
      • Sep 2010 - Jul 2011

Education

  • University of Iowa - Henry B. Tippie College of Business
    Bachelor’s Degree, Financial Planning and Services
    2012 - 2014
  • Kirkwood Community College
    Associate of Arts (AA), Business/Commerce, General
    2010 - 2012

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