Bob Koebele, Group Vice President

A 1980 graduate of St. John’s University, Bob holds a Bachelors degree in Business Administration and a minor in Accounting. Bob’s expertise encompasses Retirement Income Planning with a mission of ensuring a lifestyle throughout a person’s retirement years, IRA Rollovers, Group Retirement Plans, and Estate Planning. Bob holds a series 6, 63, 7, and a Series 24 General Securities Principals license. Bob is also licensed with the state of Wisconsin in Life and Health Insurance.

Bob believes in a conservative, long-term approach, balancing risk and reward to achieve a client’s investment and estate planning goals. Careful consideration of a person’s objectives, time horizons, and tolerance for risk are essential in developing an appropriate strategy, tailored to the individual needs of each client.

Bob and his wife of twenty-eight years reside in Waukesha and have two sons.

 

 

 

Telephone: 414 / 475-0350

330 North 121st Street, Milwaukee, WI. 53226-3895