K Robert J. Batchelor,  CFP<sup>&reg;</sup> - Financial Advisor

K Robert J. Batchelor, CFP®



Entasis Asset Management

200 S Executive Dr, Ste 101
Brookfield, WI 53005-4216
(844) 205-6911
(262) 754-5292
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K Robert Batchelor is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Entasis Asset Management in Brookfield, WI and the surrounding communities.

Financial Advisor Overview

At Entasis, we believe most investors pay premium fees for overly complex portfolios, creating the illusion of value. We utilize our decades of investment experience to develop low cost, understandable portfolios that leverage our in-house research. In our opinion, our approach corrects for that illusion and increases potential return outcomes for clients.


Financial Advisor Experience

Bob J. Batchelor, CFA®, CFP® is Co-Founder and Chief Executive Officer of Entasis Asset Management. Bob has 25 years of experience in the investment industry. Prior to founding Entasis, Bob worked at Artisan Partners where he held a variety of roles including Head of Corporate Communications, Managing Director, Head of Marketing and Technology and Head of Marketing and Communications. He also served as a member of Artisan Partners Executive Committee. Before Artisan Partners, Bob worked at Strong Capital Management as Client Account Manager and Director of Investment Research and Communication. Bob holds an M.B.A. from Marquette University and a B.B.A. from the University of Wisconsin-Madison. He has earned the right to use the CFA designation. Bob is a member of the CFA Institute and CFA Society of Milwaukee. Bob has also earned the Certified Financial PlannerTM Certification and SE-AWMATM professional designation.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • Chartered Financial Analyst (CFA)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth, Men's Finances, Women's Finances


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