Rob Sipe CFS, LUTCF

Sr. Vice President

Rob Sipe started his career in the financial services industry in 1987 after finishing his studies at the University of Minnesota where he majored in economics. He spent nine years as a Registered Representative with Prudential Financial where he specialized in estate, business and personal financial planning. He entered the wholesale distribution channel as an external wholesaler where his success continued for several more years, training hundreds of advisors in advanced planning concepts, including estate planning, business continuation planning and strategic retirement income planning.

Since that time, he has earned the top spot in the bank distribution channel where he was consistently a multi-million dollar producer. Throughout his career, he has received many financial industry awards, and has earned financial industry designations, including his fellowship in the Life Underwriting Training Council (LUTCF) from the American College and his Certified Fund Specialist (CFS) designation from the Institute of Business and Finance.

Rob is currently pursuing a degree in multi-disciplinary studies with a minor in cultural studies and comparative literature at the University of Minnesota. Rob’s education, training and experience give him a unique awareness of all facets of the investments and insurance industry enabling him to not only understand the challenges faced by producers of today, but the value gained by becoming the advisor of tomorrow.

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