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TOOLS
The Morningstar Fund Compare tool quickly evaluates different funds against one another. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
The Morningstar Portfolio Review tool compares and analyzes your portfolio holdings. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
Tools are currently unavailable for use on mobile. Please visit the desktop site.
Fund Compare
Quickly evaluate different MFs, CEFs and ETFs against one another
Portfolio Review
Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
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Rob Kron, CFP®
- Advisor Education Consultant
About Rob Kron
Rob is an Advisor Education Consultant for Nuveen and is responsible for the development and delivery of practice management, wealth management, and market insight programs that help Financial Professionals grow their business.
Rob has been in the financial services industry since 1990 and has expertise in all aspects of financial planning, advisor practice management, and investor education. Prior to joining Nuveen, he was the head of Advisor and Client Education for BlackRock for 11 years. In addition to creating and delivering educational presentations for audiences of all sizes, Rob has been featured in the media for his perspectives on financial planning and Social Security. He has appeared on CNBC, Fox Business, Bloomberg, and Advisor TV. Additionally, he has been quoted in a variety of national publications, including the Wall Street Journal and USA Today. Rob spent 17 years at Merrill Lynch. His experience included managing the Individual Retirement Account platform, creating innovative, industry-changing investment advice and web-based initiatives to assist plan participants, and developing a comprehensive suite of financial planning tools.
Rob graduated magna cum laude from the University of Colorado.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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