Brian Roell

  • 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

Contact Brian

*Fields are required

Roell Capital Management

Satellite Office

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