Robert Wrubel has been President/Managing Director of Cascade Investment Group since January 2021, is a control person of the firm and directly owns between 10% and 25% of it. Robert Wrubel studied at Wesleyan University.
Cascade Investment Group, Inc. is a Colorado Springs, CO firm with $420M under management, 623 clients and 4 advisers in one office, as of its March 2026 filing.
Rob Wrubel is President of Cascade Investment Group. Financial planning is his second career, which he began in 2001. At Cascade he works with individuals, nonprofit organizations and businesses on financial planning, drawing on investments, retirement accounts, endowments, charitable planning and risk products.
Robert Wrubel’s longest registration is the current one, 19 years at Cascade Investment Group since 2007. Before joining Cascade Investment Group in 2007, Robert Wrubel was registered through Wachovia Securities, LLC and Axa Advisors, LLC.
- – present · 19 yearsColorado Springs, CO · Adviser representative · Firm CRD 35844
- Wachovia Securities, LLC– · 3 yearsColorado Springs, CO · Adviser representative · Firm CRD 19616
- Axa Advisors, LLC– · 1 yearColorado SPNGS, CO · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Robert Wrubel is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in January 2007.
- ColoradoSince 12 January 2007
- TexasResidentSince 24 January 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 52TO | Municipal Securities Representative Examination | 25 September 2025 |
| Series 4 | Registered Options Principal Examination | 6 November 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 53 | Municipal Securities Principal Examination | 18 May 2018 |
| Series 24 | General Securities Principal Examination | 4 April 2018 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 13 September 2017 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 12 September 2017 |
| Series 66 | Uniform Combined State Law Examination | 8 February 2002 |
| Series 7 | General Securities Representative Examination | 21 January 2002 |
- Name
- Municipal Securities Representative Examination
- Name
- Registered Options Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Gold Wrubel
- CRD
- 4487197
- Firm
- Cascade Investment Group · CRD 35844
- Role
- President/Managing Director
- Office
- 444 E. PIKES PEAK AVENUE, SUITE 200, Colorado Springs, CO 80903
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2002
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- ciginc.net
Where does Robert Wrubel work?
Robert Wrubel has been President/Managing Director of Cascade Investment Group, Inc. since January 2021, and is a control person of the firm.
Is Robert Wrubel a financial advisor?
Yes. Robert Wrubel has a current investment-adviser registration in Colorado and Texas, through Cascade Investment Group since January 2007.
How many years of experience does Robert Wrubel have?
Robert Wrubel has 24 years in the financial industry, since January 2002, across 3 adviser firms.
What exams has Robert Wrubel passed?
Robert Wrubel has passed 8 licensing exams: the Series 7, Series 66, Series 9, Series 10, Series 24, Series 53, Series 4 and Series 52TO. The earliest, the Series 7, was passed in January 2002. FINRA credited Robert Wrubel with the SIE, which began in October 2018.
Where did Robert Wrubel work before Cascade Investment Group?
Before Cascade Investment Group, Robert Wrubel was registered through Axa Advisors, LLC, February 2002 to January 2004.
Where is Robert Wrubel based?
Robert Wrubel’s registered office is in Colorado Springs, CO.
Is Robert Wrubel registered with FINRA?
Yes. Robert Wrubel has a current broker registration, under CRD 4487197.
Source: FINRA BrokerCheck
How can I verify Robert Wrubel’s record?
Search CRD 4487197 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Robert Wrubel’s full registration record.