Our Associates

Brian Roell
Financial Services Professional
Wauwatosa, WI

Brian Roell

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.