Robert Gold Wrubel

Employer firm

Cascade Investment Group, Inc. CRD 35844

$420M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2007 → Present
  Cascade Investment Group
  Colorado Springs, CO

Previous Registrations

• 2004-01-08 → 2007-01-16
  Wells Fargo Clearing Services, Llc
  Colorado Springs, CO
  Colorado Springs, CO
• 2002-02-28 → 2004-01-21
  Equitable Advisors, Llc
  Colorado Spngs, CO

Other Businesses

1. ROBELI LLC, INVESTMENT RELATED, 1214 N COOPER AND 1213 N CHESTNUT COLORADO SPRINGS CO, RESICENTIAL RENTAL PROPERTIES, CO-OWNER, BEGAN 08/2002, 1 HOUR/MONTH, NOT DURING BUSINESS HOURS. 2. LLC, INVESTMENT RELATED, LLC TO HOLD PERSONAL PROPERTY VACATION HOME, MEMBER, LESS THAN 1 HOUR/YEAR, NOT DURING BUSINESS HOURS. 2. Serves on the Eastern Colorado Bank Advisory Board as JAN 16, 2024, voting board member, compensation is $12,000 annual, 4 hours per month.

Exams

• S66 Uniform Combined State Law Examination
  2002-02-08

Designations

• Certified Financial Planner