At Berkley, Iselin & Lotz, S.C., these are more than just the latest customer service buzzwords. They’re a commitment—the guiding principles our team members follow each and every day as we work with you toward a successful future.
When you do business with us, you’ll always have our strongest commitment to:
Provide you with quality work in a timely manner, no matter how large or small the task.
Offer you a level of service that exceeds your expectations, whether you’re looking for a copy of a single tax return or a complete review of your business.
Value the trust you place in us, with our promise that we’ll work hard to earn your trust and your business every single day.
Please be advised that presently Robert Berkley holds Series 7 and 66 licenses in various states. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by the Registered Representatives before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.
Robert G. Berkley, CPA
Bob was born and raised in Racine, Wisconsin. He is a 1972 graduate of William Horlick High School and received his B.B.A. from the University of Wisconsin – Madison in 1976. Bob passed the 1976 CPA exam and is a member of both the Wisconsin and American Institute of Certified Public Accountants. On June 1, 1981, in Racine, Bob founded what is now known as Berkley, Iselin & Lotz, S.C.
In December 1999, Bob passed the series 7 and 66 securities exams and began offering investment services, doing business as Lifetime Trusted Advisors. Additionally, Bob passed the life insurance exam in May 2000 which enables him to offer life and annuity products to clients.
Securities offered through ProEquities, Inc., A Registered Broker Dealer and member FINRA and SIPC. Advisory Services offered through HonKamp Krueger Financial Services, Inc., A Registered Investment Advisor. Lifetime Trusted Advisors, LLC is independent of ProEquities, Inc.
Berkley, Iselin & Lotz, S.C.
1244 West Blvd
Racine, WI 53405
Phone: (262) 635-0088
Fax: (262) 635-0883