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Kaleb Robuck

Kaleb Robuck

Vice President & Lead Advisor
Milestone Financial Group, Inc.
Red Oak, Iowa

Kaleb Robuck is the lead advisor in Red Oak, Iowa with more than 11 years’ experience as a financial advisor helping professionals and their families coordinate their retirement income planning and financial risk management. When acting as a fiduciary, he is committed to making planning recommendations in his clients' best interests.

Kaleb specializes in Retirement Income Planning, Risk Management, Tax-efficient planning & investing, and Financial Estate Planning. Kaleb works primarily with professionals, families, and business owners across rural communities to help them transition from every day chaos to a work optional lifestyle. His process is based on goals based planning approach to create evidence-based portfolio construction with proactive planning to align the family’s goals to their resources.

Kaleb earned his B.A. in Finance from the Tippie College of Business at The University of Iowa and holds his Series 7 and 66 licenses. He serves on the Red Oak Chamber of Commerce Finance Committee.

Kaleb and his wife have 3 girls, 2 cats, and 2 dogs. They stay busy attending their girls’ various sporting events and competitions. As a family, they enjoy family game night, traveling, watching and playing sports, and being outdoors as much as they can! When he is not in the office or chasing kids, Kaleb enjoys spending his time fishing, kayaking, or hiking.

Ready to talk? Schedule a complimentary introductory call with Kaleb to walk through your retirement income plan, your risk management strategy, or whatever comes next. Call 712-623-5726, email kaleb@milestonefinancialgroup.com, or schedule a time directly.

Frequently Asked Questions (FAQs)


Who is Kaleb Robuck?

Kaleb Robuck is the Vice President and Lead Advisor at Milestone Financial Group, Inc. in Red Oak, Iowa. He has been acting as a financial advisor since 2015 helping professionals and their families coordinate retirement income planning and financial risk management.

What does Kaleb Robuck specialize in?

Kaleb Robuck specializes in retirement income planning, risk management, tax-efficient planning and investing, and financial estate planning.

Does Kaleb Robuck act as a fiduciary?

Yes. When acting as a fiduciary, Kaleb Robuck is obligated to act in his clients’ best interests.

Who does Kaleb Robuck work with?

Kaleb Robuck works primarily with professionals, families, and business owners across rural communities, helping them transition from everyday chaos to a work-optional lifestyle.

What is Kaleb Robuck’s approach to financial planning?

Kaleb uses a goals-based planning approach to create evidence-based portfolio construction with proactive planning, aligning each family’s goals to their resources.

What credentials and licenses does Kaleb Robuck hold?

Kaleb Robuck holds the Series 7 and Series 66 licenses.

Where did Kaleb Robuck go to school?

Kaleb earned his B.A. in Finance from the Tippie College of Business at The University of Iowa.

Is Kaleb Robuck involved in the Red Oak community?

Yes. Kaleb serves on the Red Oak Chamber of Commerce Finance Committee.

How can someone work with Kaleb Robuck?

The first step is a complimentary introductory call with Kaleb Robuck at Milestone Financial Group in Red Oak, Iowa, where he reviews your situation and explains how the Milestone Planning Process would potentially apply to your goals. Call 712-623-5726, email kaleb@milestonefinancialgroup.com, or schedule a time.

LinkedIn

https://www.linkedin.com/in/kaleb-robuck/

BrokerCheck

https://brokercheck.finra.org/individual/summary/5928023