Robert Brian Raab

Current Employers

Trustmont Advisory Group, Inc.

Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2016-05-23

MN RA
APPROVED

Since 2016-05-23

Branch Locations

Eagan, MN • United States

Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination Yes

Employment History

Organization	City	State	From	To
Cpp Contractor	Eagan	MN	07/2010	Present
Trustmont Financial Group, Inc	Greensburg	PA	11/2015	Present
Trustmont Advisory Group, Inc.	Greensburg	PA	05/2016	Present

07/2010 → Present

Cpp Contractor

Eagan, MN
11/2015 → Present

Trustmont Financial Group, Inc

Greensburg, PA
05/2016 → Present

Trustmont Advisory Group, Inc.

Greensburg, PA

Previous Registrations

2013-07-16 → 2016-08-10

Monticello Investment Services, Inc.

Neosho, MO

Eagan, MN

Eagan, MN
2011-05-24 → 2011-06-24

Capital Synergy Partners

Eagan, MN

Irvine, CA

Other Businesses

LICENSED FIXED LIFE INSURANCE SALES AGENT - NON-INVESTMENT RELATED. OWNER-COMPREHENSIVE PLANNING PARTNERS LLC - DBA, 3627 Lakeview Trail, EAGAN MN 55122. BR EDUCATION TRUST LLC REAL ESTATE, OWNER, 10HRS WK, PURCHASE FORECLOSED PROPERTIES, REHAB THROUGH LICENSED CONTRACTORS AND SELL, RENT OR DONATE. Eagan, MN

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2006-04-01
S63	Uniform Securities Agent State Law Examination	1995-02-16

S65 Uniform Investment Adviser Law Examination

2006-04-01
S63 Uniform Securities Agent State Law Examination

1995-02-16

Designations

Other Names

Brian Raab

View on SEC IAPD