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Alexander Michael Stecker

Kerberrose Wealth Management, LLC

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About Alexander Michael Stecker

Alexander Michael Stecker is a financial advisor with over 15 years of experience in the financial services industry. Alexander is currently registered with Kerberrose Wealth Management, LLC, and has previously been registered with Ameriprise Financial Services, LLC and Thrivent Investment Management Inc. Alexander specializes in providing financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Alexander is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Alexander Stecker is currently registered with Kerberrose Wealth Management, LLC. 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.

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Alexander Stecker’s Registration & Firm History

WI

10/05/2023 - Present

Kerberrose Wealth Management, LLC (SHAWANO WI)

WI

07/19/2019 - 10/05/2023

AMERIPRISE FINANCIAL SERVICES, LLC (Wausau WI)

WI

07/10/2008 - 12/22/2017

THRIVENT INVESTMENT MANAGEMENT INC. (MARSHFIELD WI)

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Licenses & Designations

BOTH

Issued 07/28/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/22/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexander Michael Stecker.
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