K Robert Batchelor (CFA®, CFP®, MBA)

K Robert Batchelor focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

NAPFA Start Date

December 01, 2020

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This Office

300 N Corporate Dr Ste 220 Brookfield, WI 53045-5865 Phone: (262) 754-5292