Robert Wreggelsworth

Attorney at Eberle, Berlin, Kading, Turnbow & McKlveen, Chtd.
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Contact Information
us****@****om
(386) 825-5501
Location
Boise Metropolitan Area

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Credentials

  • Attorney at Law
    Idaho State Bar
  • Certified Financial Planner
    Certified Financial Planner Board of Standards, Inc.
  • Certified Public Accountant
    Idaho State Board of Accountancy

Experience

  • Eberle, Berlin, Kading, Turnbow & McKlveen, Chtd.
    • United States
    • Law Practice
    • 1 - 100 Employee
    • Attorney
      • Aug 2021 - Present

      Law practice focusing on estate planning, probate, tax, business, social security benefits, and tax-exempt organizations. Law practice focusing on estate planning, probate, tax, business, social security benefits, and tax-exempt organizations.

  • U.S. Bank
    • Boise, Idaho
    • Wealth Management Advisor
      • Nov 2014 - Jul 2020

      Wealth Management Advisor for the Private Client Group at U.S. Bank. Help clients accumulate, preserve, protect, distribute, and pass on their wealth. Services include investment management, financial planning, retirement planning, social security planning, and estate and trust administration. Wealth Management Advisor for the Private Client Group at U.S. Bank. Help clients accumulate, preserve, protect, distribute, and pass on their wealth. Services include investment management, financial planning, retirement planning, social security planning, and estate and trust administration.

  • Columbia Bank
    • Banking
    • 700 & Above Employee
    • Wealth Management Advisor
      • Jul 2012 - Nov 2014

      Wealth Management Advisor for the Trust & Wealth Management Department of Columbia Bank formerly known as Panhandle State Bank. Wealth Management Advisor for the Trust & Wealth Management Department of Columbia Bank formerly known as Panhandle State Bank.

  • Wells Fargo Bank
    • Boise, Idaho
    • Trust and Fiduciary Specialist
      • Sep 2007 - May 2012

      Relationship Manager for private bank clients. Responsible for providing comprehensive wealth planning strategies for high net worth clients Relationship Manager for private bank clients. Responsible for providing comprehensive wealth planning strategies for high net worth clients

  • Private Law Practice
    • Boise, Idaho
    • Attorney
      • Oct 1991 - Aug 2007

      Law practice focusing on estates and trusts, probate, qualified retirement plans, federal and state taxation, tax-exempt organizations, guardianships and conservatorships, and corporate, partnership, and limited liability company formation, operation, and dissolution. Law practice focusing on estates and trusts, probate, qualified retirement plans, federal and state taxation, tax-exempt organizations, guardianships and conservatorships, and corporate, partnership, and limited liability company formation, operation, and dissolution.

  • Idaho Court of Appeals
    • Law Practice
    • 1 - 100 Employee
    • Law Clerk
      • Sep 1989 - Aug 1991

      Law clerk to the Honorable Roger Swanstrom, Judge of the Idaho Court of Appeals. Law clerk to the Honorable Roger Swanstrom, Judge of the Idaho Court of Appeals.

  • Internal Revenue Service
    • Boise, ID
    • Revenue Agent
      • Jun 1984 - Nov 1985

      Income tax auditor for the federal government. Income tax auditor for the federal government.

Education

  • University of Idaho, College of Law
    Juris Doctor (J.D.) Degree, Law
    1986 - 1989
  • University of Idaho, College of Business
    Bachelor of Science (B.S.) Degree, Accounting
    1979 - 1983

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