Professional

Rob gained client-focused business experience with Delta Communications in St. Louis before earning his Bachelor of Science degree in Finance from Missouri State University. He started with Northwestern Mutual in 1997 and now is a Wealth Management Advisor with Northwestern Mutual Wealth Management Company.

Rob decided to work with Northwestern Mutual because of the world-class insurance services offered and the ability to tailor his practice as he always envisioned-focusing on a comprehensive planning approach and the integration of both insurance and investment products. His number one priority is to fully understand the goals, desires and dreams of each client relationship he maintains before progressing to any solution implementation. 

NAIFA Rob is a member of the National Association of Insurance and Financial Advisors (NAIFA). The mission of NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

Designations Rob has earned:

CHFC® - Chartered Financial Consultant

The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

•CLU® - Chartered Life Underwriter

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice.

•CASL® - Chartered Advisor for Senior Living

The Chartered Advisor for Senior Living (CASL®) designation focuses exclusively on the unique needs of mature clients. Developed with input from a panel of industry professionals, the designation provides representatives with comprehensive knowledge on the full range of financial, health, psychological and sociological issues confronting older clients. Individuals who earn the CASL designation gain a thorough understanding of health and health care, long term care insurance, planning for pension distributions, suitability of investments, federal estate taxation and counseling on key family decisions

Robert V Rubbelke II, CFP®, ChFC®, CLU®, CASL®
Wealth Management Advisor


Ames, Harre, Rubbelke, Lich and Associates

 

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