Robert Gold Wrubel
Investment adviser representative at Cascade Investment Group, Inc.
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$419.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Cascade Investment Group, Inc.Jan 2007 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Cascade Investment Group, Inc.
$419.9MAssets managed
623Clients
4Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4487197
- Firm CRD
- 35844