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Miller Financial Group Red Oak Iowa

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Miller Financial Group Red Oak Iowa

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Plan Today.

Invest for Tomorrow.

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for what comes next.

Planning for retirement is a journey.

You don’t have to do it alone.

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  2. Kaleb Robuck

Kaleb Robuck

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Kaleb Robuck
Lead Advisor / Portfolio Manager
E-mail: 
kaleb@planwithmillerfinancial.com

linked-in.pngKaleb Robuck is an associate advisor and joined the firm after graduating with a Bachelor of Business Administration in finance from Henry B. Tippie College of Business at the University of Iowa. Kaleb is an advocate for financial literacy. The world of finance is filled with ever-changing rules and regulations, and he looks forward to educating his clients on different financial concepts that he believes one should know to have a basic understanding for working toward their retirement goals.

Kaleb creates and implements personalized financial plans for clients based on their individual situations, creates individualized investment portfolios, and helps clients manage risk factors including how to protect their retirement nest egg during their lifetime or providing for their loved ones after they are gone. He supports individuals and families at any stage of their financial life, including young families who are just starting out in their professional and family lives, but he also enjoys working with those who are close to retiring or who have retired. He strives to provide the best service to everyone whether it’s planning for their family’s goals or their own and learning how to leave a legacy to their children. He’s able to connect with people in a way that builds lasting relationships for many, many years to come.

Kaleb is licensed in Life, Health and Disability Insurance and has obtained the Series 7 and 66 financial licenses. This affords him the opportunity to provide clients with a wide range of financial products as he develops financial plans that are individualized to each client. 

He enjoys being outdoors whether it’s fishing, hiking or kayaking, loves adventure and traveling, and he stays active at the local Montgomery County YMCA. Kaleb grew up in a large family in Knoxville, Iowa, and enjoys spending time with them. His young daughter also keeps him busy as she’s involved in soccer, tumbling, and dance.

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505 North 3rd Street
Red Oak, Iowa 51566 
  •  Tel: (712) 623-5726
  •  Tel: (800)347-9511
  •  Fax: (712) 623-4642
  •  info@planwithmillerfinancial.com
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Dan Miller,  Kaleb Robuck, Marcus Taylor, and Brad Starken are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Miller Financial Group, Inc. is not affiliated with USA Financial Securities.

Dan Miller, Kaleb Robuck, and Marcus Taylor are authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: Dan: AL;AR;AZ;CA;CO;FL;IA;IL;IN;KS;KY;LA;MN;MO;NC;NE;OR;SC;SD;TX;WA. Kaleb: CO;IA;KY;MO;NE. Marcus: IA;MN;MO;NE. For investment advisory services these states include: Dan: AL;AR;AZ;CA;CO;FL;IA;IL;IN;KS;KY;LA;MN;MO;NC;NE;OR;SC;SD;TX;WA. Kaleb: CO;IA;KY;MO;NE. Marcus: IA;MN;MO;NE. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. 

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