Advisor at Prophet Wealth Management
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Firm
Prophet Wealth Management
Location
Kenosha, WI 53140
Credentials
Series 63, Series 65
Industry experience
4 years
Carilu Robinson is a financial advisor at Prophet Wealth Management in Kenosha, WI, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior work includes roles at Corporate Health Partners and Nutrition Peace. Prophet Wealth Management is an independent advisory and financial planning firm serving individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of quantitative optimization and traditional research to manage diversified portfolios across more than 240 client relationships.
Based on Prophet Wealth Management
$100,000 - $999,999: 1.50% annually $1,000,000+: 1.00% annually
$150 per hour
Account minimum: $100,000 Minimum fee: Implied minimum fee of $1,500 based on minimum account size of $100,000
708 57 Th Street
Kenosha, WI 53140
Wisconsin
Prophet Wealth Management
2022 - Present (4 years)
Unemployed
2020 - Present (6 years)
Nutrition Peace
2009 - 2020 (11 years)
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Trust company
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Fund sponsor
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Lawyer
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Real estate agent
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Other specialized services
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