client-guide for all levels of wealth management@ Key Private Bank 
Indianapolis, Indiana, United States
Brent Buroker, MBA, CFP®, CLU®, CWS®, AIF®
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University of Alabama at Birmingham
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Tell me more about Brent Buroker, MBA, CFP®, CLU®, CWS®, AIF®?
FlashIntel GPTBrent Buroker, MBA, CFP(r), CLU(r), CWS(r), AIF(r), is a highly experienced Wealth Management Advisor with over 25 years of work experience. He has a strong background in wealth management, retirement planning, and portfolio management. Brent has worked for reputable companies such as Key Private Bank, Charles Schwab, and Family Heritage Life Insurance Company of America. He is skilled in investment strategies, financial advisory, and sales management. Brent is currently based in Fishers, Indiana, and works as a Wealth Management Advisor at TIAA-CREF.
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Emails and Phone Numbers
About
Wealth Management Advisor at TIAA-CREF
Work Experience
client-guide for all levels of wealth management
Banking
Brent Buroker, MBA, CFP®, CLU®, CWS®, AIF®'s Professional Milestones
- Sales Manager (2003-01-01~2005-02-01): Achieved record-breaking sales targets by implementing innovative strategies and building strong client relationships.
- Wealth Management Advisor (2012-12-01~2017-03-01): Identifying and maximizing clients' financial potential through strategic investment decision-making.
Education
Skill
Wealth Management
Retirement Planning
Portfolio Management
Finra Series 7
Finra Series 63
Investment Strategies
Investments
Financial Planning
Financial Services
Insurance
Financial Advisory
Sales Management
Leadership
New Business Development
Insurance Planning
Finance
Certification
Colleagues
Taylor C. King, CFP®
Vice President, Wealth Planner | Key Private Bank | Sophisticated & empathetic financial planning advice
Anh Nguyen
private bank relationship manager vice president at key private bank
David Prystash, CFA
Senior Vice President | Senior Portfolio Strategist
JaQua Hambrick
owner of bestrong productions and consulting
Ryan Bilsky, MBA, CTP, AAMS®
Vice President | Relationship Manager
Other Named Brent Buroker, MBA, CFP®, CLU®, CWS®, AIF®
Frequently asked questions
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We found 1 Brent Buroker, MBA, CFP®, CLU®, CWS®, AIF®'s phone numbers
Brent Buroker, MBA, CFP®, CLU®, CWS®, AIF® works for Key Private Bank
Brent Buroker, MBA, CFP®, CLU®, CWS®, AIF®'s role in Key Private Bank is client-guide for all levels of wealth management
Brent Buroker, MBA, CFP®, CLU®, CWS®, AIF® works in the industry of Banking
Brent Buroker, MBA, CFP®, CLU®, CWS®, AIF®'s colleagues are Taylor C. King, CFP®,Anh Nguyen,David Prystash, CFA
Brent Buroker, MBA, CFP®, CLU®, CWS®, AIF®'s latest job experience is client-guide for all levels of wealth management at Key Private Bank
Brent Buroker, MBA, CFP®, CLU®, CWS®, AIF®'s latest education in University of Alabama at Birmingham
