Brian Roell
President/Owner of Roell Capital Management, LLC
- Role
- Owner at Roell Capital Management, Llc
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Brian Roell
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.
Experience
Owner
Dec 2006 — Present
Description Roell Capital Management, LLC provides total financial needs analysis through a network of experienced professionals with expertise in-Advisory Services -Retirement analysis and programs -Estate strategies -Employee benefit and retention services -Business continuation strategies -Trust servicesI am a registered representative of and offer securities, investment advisory services, and financial planning through MML Investors Services, LLC, member SIPC. Supervisory address: 10401 Innovation Drive, Suite 125, Wauwatosa, WI 53226,(41••••••50. Roell Capital Management, LLC is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.I am licensed to sell insurance in WI, CO, FL, NC, and IL, and securities in WI, IL, IN, FL, NC, CO, TX, WA, NV, KY, OH, CA, and SC.
Education
Purdue University Daniels School of Business
BA, Finance
1997 — 2001
The University of Chicago Booth School of Business
Certified Private Wealth Advisor (CPWA) professional
2015 — 2015
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