Erik Smith's Contact Details

Erik Smith's Company Details

Roell Capital Management

Milwaukee, WI, US • 5 - 9 Employees
Financial Services

At Roell Capital Management, we believe that a deep relationship is a two-way street. Just as we learn and understand what makes a client unique, they naturally want to know more about us. We don't do everything, but whether it is Financial Planning, Wealth Management, or Insurance Planning – our clients feel reassured knowing they work with industry experts who have the experience and knowledge to help meet their needs. Beginning with comprehensive financial planning, we take our clients through a detailed process. The end result takes the guesswork out of how to manage one's finances and a relationship with a financial advisor unlike what you have previously experienced. Roell Capital Management, LLC provides total financial needs analysis through a network of experienced professionals with expertise in:--Advisory Services--Retirement analysis and programs--Estate strategies--Employee benefit and retention services--Business continuation strategies--Trust servicesBrian Roell is licensed to sell insurance in WI, MN, NC, NV, IN, and IL, and securities in WI, AZ, FL, MO, TX, WA, IL, IN, MN, NC, and NV. Securities, investment advisory and financial planning services offered through qualified registered representative of MML Investors Services, LLC. Member SIPC. Supervisory Office: 525 Junction Road, Suite 8100, North Tower, Madison, WI 53717 (608) 829-0015, Roell Capital Management, LLC is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.