As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what is most important to you. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.
I began my Edward Jones career in 1991 and have been in Cedar Rapids since 1992. I have volunteered in various leadership, coaching and mentoring roles, and became a limited partner of the firm in 1998.
In 2022, I qualified to attend the Edward Jones annual Managing Partner’s Conference, an honor reserved for the firm’s top 400 financial advisors. This was my 12th year as a qualifier.
I earned a bachelor’s degree in business administration from Augustana College in Sioux Falls, SD. In addition, I received the CFP® professional certification in 2005. The Certified Financial Planner Board of Standards awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
I have been married to my wife, Jodie, since 1986 and we have four children and four grandchildren who keep us busy with their activities. In our spare time, we enjoy the outdoors and spending time with friends and family. One of our favorite activities is hiking, and we have hiked several mountains. I also enjoy scuba diving when I get the opportunity to do so.
My Registered Branch Associate, Tara Rambo, and Branch Office Administrator, Ashley Lytle, are dedicated to providing you with the highest level of service possible. Our clients rely upon their knowledge and resourcefulness to assist with all of their administrative needs.
- Retirement Income Strategies
- Wealth Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Portfolio Reviews
My Personal Interests
- Scuba Diving
Phone NumberRobert R Milbrath at (319) 390-3720
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