Profil
Ms. Dara B.
Kobylarz is an Advisor at RMR Financial Advisors LLC.
She previously sat on the Board of Directors of Community Justice, Inc., a local law firm.
Ms. Kobylarz received her Bachelor’s degree in Social Work and received her law degree from the University of Wisconsin-Madison in 2003.
She has passed the Series 7, General Securities Representative examination; the Series 63, Securities Agent State law examination; and the Series 65, Uniform Investment Adviser law examination.
She is currently studying for the Certified Financial Divorce Practitioner certification.
Ehemalige bekannte Positionen von Dara B. Kobylarz
| Unternehmen | Position | Ende |
|---|---|---|
RMR Wealth Advisors LLC
 RMR Wealth Advisors LLC Investment ManagersFinance RMR Wealth Advisors LLC (RMR) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Erik Mikkelson in 2003 as RMR Financial Advisors LLC and changed their name into RMR Wealth Advisors LLC in 2018. In 2023, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. RMR specializes in comprehensive retirement planning, wealth management, family financial services and business consulting for professionals, business owners and other affluent clients, as well as those committed to a long-term wealth accumulation strategy. | Mitglied des Investmentausschusses | 31.03.2011 |
Ausbildung von Dara B. Kobylarz
| University of Wisconsin | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
RMR Wealth Advisors LLC
RMR Wealth Advisors LLC Investment ManagersFinance RMR Wealth Advisors LLC (RMR) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Erik Mikkelson in 2003 as RMR Financial Advisors LLC and changed their name into RMR Wealth Advisors LLC in 2018. In 2023, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. RMR specializes in comprehensive retirement planning, wealth management, family financial services and business consulting for professionals, business owners and other affluent clients, as well as those committed to a long-term wealth accumulation strategy. | Finance |
