Brian Roell’s strategic and thorough approach is what clients value most when doing business with him. Prior to joining our firm, Brian worked as a financial advisor for five years at a major insurance company in Milwaukee where he specialized in insurance and investments. Brian earned his Bachelor of Arts degree from Purdue University’s Krannert School of Management.
Brian is a Certified Financial Planner (CFP) and has obtained his Chartered Life Underwriter (CLU) designation. He holds FINRA Series 6 (Investment Company Products/Variable Contracts Limited Representative), 7 (General Securities Representative) and 66 (NASAA Uniform Combined State Law Exam) registrations along with WI Life, Accident and Health Insurance licenses.