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portrait of Robert R Milbrath
FINANCIAL ADVISOR

Robert R Milbrath

CFP®
3150 E Avenue NW Suite 102, Cedar Rapids, IA 52405opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

About Robert

In my 30 plus years as a CFP® professional and a financial advisor, I help successful professionals, retirees, and business owners locally and throughout the US, manage and connect their wealth to lead more meaningful lives.

My team follows an established process that begins by taking time to fully understand our client's unique story, purpose and aspirations. Working closely with the client, their CPA, attorney and other professionals, we can determine the most appropriate financial strategy for you and your family throughout all life stages.

Our holistic approach helps address several key areas:

• Investing that aligns to your risk and goals.
• Enhancing...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities

Work History

  • Edward JonesNovember 1991 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Augustana UniversityBachelor of Arts

Personal Interests

  • Backpacking
  • Cycling
  • Hiking
  • Mountaineering
  • Scuba Diving

Team Members

  • Tara Rambo
    Associate Financial Advisor
    AAMS™
  • Ashley Lytle
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(319) 390-3720

Fax

(888) 886-4910

Office Address

3150 E Avenue NW Suite 102
Cedar Rapids, IA 52405opens in a new window

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