Carilu Robinson, financial advisor Kenosha WI

Carilu Robinson

CRD Number: 7526549
Current Firm: Prophet Wealth Management

Carilu Robinson (CRD# 7526549) is an Investment Advisor Representative working at Prophet Wealth Management in Kenosha, WI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Prophet Wealth Management Kenosha, WI Mar 2022 - Current 2
Unemployed Brentwood, TN Jun 2020 - Current 3
Nutrition Peace Brentwood, TN May 2009 - May 2020 11
Corporate Health Partners Brentwood, TN Dec 2013 - Apr 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2022
S65 NASAA Investment Advisors Law Examination Mar 2022
Contact Info for Carilu B. Robinson
Phone Number: 262-657-5555
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    53
    MILLIONS
  • Total Number of Accounts
    267
    ACCOUNTS
  • Average Account Value
    $198,580
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IL, TX, WI

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