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Alexandria Marie Miller

Kerberrose Wealth Management, LLC

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About Alexandria Marie Miller

Alexandria Marie Miller is an Investment Advisor Representative at Kerberrose Wealth Management, LLC. Alexandria is registered with the state of Texas. Alexandria has 1 state exam, the Uniform Investment Adviser Law Examination, and is currently working at Kerberrose Wealth Management, LLC since 2021. The firm's main office is in Shawano, WI.

Firm Information

Alexandria Miller 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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Alexandria Miller’s Registration & Firm History

WI

08/29/2023 - Present

Kerberrose Wealth Management, LLC (SHAWANO WI)

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Licenses & Designations

IA

Issued 11/14/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexandria Marie Miller.
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