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    Brian Roell

    CFP®, CLU®


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

    About Brian

    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.

    Brian Roell is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC. Supervisory Office: 525 Junction Road, Suite 8100 North Tower, Madison, WI 53717, Phone: 608-829-0015.

    *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.

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Brian Roell CLU®, CFP® is a registered representative of and offers securities through MML Investors Services, LLC, Member SIPC, 525 Junction Road, Suite 8100, North Tower, Madison, WI 53717, Tel: (608) 829-0015

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Illinois, Indiana, Nebraska, Wisconsin

    I am licensed to sell Securities Products in the following jurisdictions:
    Arizona, Florida, Illinois, Indiana, Massachusetts, Minnesota, North Carolina, Nebraska, New York, Ohio

    Brian Roell CLU®, CFP®, Milwaukee, WI

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