Brian Roell

    Credentials:
    • CLU®
    • CFP®
    • CPWA®

    Focus: Insurance Strategies, Investment Strategies

    Languages: English

    Brian Roell’s strategic and thorough approach is what clients value most when doing business with him. Prior to joining our firm, Brian worked as a financial advisor for five years at a major insurance company in Milwaukee where he specialized in insurance and investments. Brian earned his Bachelor of Arts degree from Purdue University's Krannert School of Management.

    Brian is a Certified Financial Planner (CFP) and has obtained his Chartered Life Underwriter (CLU) designation. He holds FINRA Series 6 (Investment Company Products/Variable Contracts Limited Representative), 7 (General Securities Representative) and 66 (NASAA Uniform Combined State Law Exam) registrations along with WI Life, Accident and Health Insurance licenses.

    *Producer(s) operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, or their affiliated companies. Any such marketing names are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    See Brian’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.

    Roell Capital Management

    Satellite Office

    330 E. Kilbourn Ave., Suite 1277
    Milwaukee, WI 53202

    CRN201811-187279