A complete list of active advisors currently associated with RB Investment Management Inc.
Warmer can help you find a great advisor at RB Investment Management Inc. or one who fits your needs even better.
The firm provides discretionary investment management, standalone financial planning and consulting, and referrals to third‑party money managers for individual clients (including high‑net‑worth individuals) and trusts. It operates as a single‑advisor independent advisory practice serving a small client base and manages assets on a discretionary basis. Investment decisions draw on a broad set of analysis methods — including fundamental, technical, quantitative, cyclical and sector analysis — and the firm implements asset‑allocation approaches (strategic, dynamic, tactical, and core‑satellite) across ETFs, mutual funds, individual securities and government and corporate bonds. Portfolios are continuously monitored and rebalanced as warranted, and the firm conducts initial and ongoing due diligence when recommending third‑party managers. Noteworthy for a firm of its size, it maintains an institutional relationship with a single custodial platform that provides fully digital account onboarding and research/soft‑dollar benefits, a relationship the firm discloses may create potential conflicts and says it examined when making custodial recommendations. The firm also discloses a prior regulatory matter — a 2019 FINRA Acceptance, Waiver & Consent relating to an unsuitable recommendation that resulted in disciplinary sanctions — a disclosure that is uncommon among independent firms.
To learn more about the advisors currently working at RB Investment Management Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Little Suamico, WI
| 27
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")