Topline | Robert Milbrath

See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Robert Milbrath

Financial Advisor at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Edward Jones</span>

Intro Book

Seasoned Financial Advisor delivering expert guidance on retirement planning and investment solutions.

Claim this Profile

Location

Cedar Rapids, Iowa, United States, US

Skills

Annuities
Business Retirement Plans
Education Savings
Edward Jones Advisory Solutions
Equity Investments
Estate Considerations
Fixed Income Investments
Individual Retirement Accounts
Insurance
Mutual Funds
Portfolio And Retirement Plan Reviews
Show all

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$150.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Robert Milbrath has 32 years of experience as a Financial Advisor, which is extremely valuable. He’s also a Certified Financial Planner, which is a highly respected credential. Skills like annuities, business retirement plans, and individual retirement accounts are in high demand. Location is Cedar Rapids, Iowa, which is a mid-sized market. Financial Advisors with his level of experience and credentials typically charge higher rates. Maybe around $200–$300 per hour? But considering his extensive experience and CFP certification, maybe higher. Some top Financial Advisors can charge $400+. Let’s check averages. Financial Advisors with his background might average $250–$350. So I’ll estimate around $275

Bio

Generated by

Topline AI

Robert Milbrath is a seasoned Financial Advisor with 32 years of experience in the financial services industry, specializing in annuities, business retirement plans, and individual retirement accounts. He holds a Bachelor's degree in Business Administration from Augustana College and is a Certified Financial Planner.

Credentials

Certified Financial Planner

CFP Board

Nov, 2004
- May, 2026

Experience

Edward Jones
- Financial Advisor
  - Mar 1992 - Present

Education

Augustana College (SD)

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

The High-Trust Way To Connect with Decision Makers

Humans & AI working together to help you grow.

See How Many Clients You're Missing Each Month

Robert Milbrath

Refer a Friend to Get
100 Credits For FREE

$150.0

Hourly Rate