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Kerberrose Wealth Management, LLC

Headquartered in SHAWANO, WI

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Firm Information

Kerberrose Wealth Management, LLC is a Shawano, WI-based registered investment advisor that provides financial planning and portfolio management services to individuals, families, and businesses. They have $752.3 million in regulatory assets under management. Their services include financial planning, portfolio management for individuals and businesses, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, state or municipal government entities, and individuals other than high-net-worth individuals.

Kerberrose Wealth Management, LLC

115 E. 5TH STREET

SHAWANO, WI 54166

$752.34M

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (7)

KERBERROSE WEALTH MANAGEMENT, LLC has a total of 7 branch locations across the country.
location

SHAWANO, WI

location

GREEN BAY, WI

location

MARQUETTE, MI

location

FORT SAM HOUSTON, TX

location

Green Bay, WI

location

APPLETON, WI

location

PLOVER, WI

Advisors at Kerberrose Wealth Management, LLC

View All 12 Advisors
Unclaimed
Konrad Zagzebski

CFP®, RA

GREEN BAY, WI

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Unclaimed
Connor Rosin

RA

SHAWANO, WI

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Unclaimed
Alexandria Marie Miller

RA

SHAWANO, WI

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Unclaimed
Scott Stuart Ciullo

RA

MARQUETTE, MI

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Unclaimed
Julie Ann Lefevre

RA

GREEN BAY, WI

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Unclaimed
Elle Rose Hietpas

RA

SHAWANO, WI

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Unclaimed
Anthony J Powers

CFP®, RA

SHAWANO, WI

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Unclaimed
Ethan Gabriel Hausmann

RA

SHAWANO, WI

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Disclosures

There are no public disclosures for Kerberrose Wealth Management, LLC.

Frequently Asked Questions (9)

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