Education

Robert Brooks, CFP®

Robert Brooks joined Northern Oak Management in 2022 as a Senior Portfolio Manager. With more than 25 years in the financial services industry, Robert has been in various client service and management roles with Wisconsin-based companies such as Strong Investments, Northwestern Mutual, Cleary Gull, and most recently, a financial advisor at Johnson Financial.

During that time, he also successfully completed the course work for his Certified Financial Planning Designation in May of 2007. Robert graduated from the University of Wisconsin-Milwaukee (UWM) with degrees in Finance and Human Resource Management in 1994. He later completed his MBA with an emphasis in Finance in 2001. He is an active member in the Financial Planning Association.