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Anthony J Powers

Kerberrose Wealth Management, LLC

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About Anthony J Powers

Anthony Powers is a financial advisor with Kerberrose Wealth Management, LLC. Anthony has been in the industry since August 4, 2004. Anthony holds FINRA Series 7, 24, and 66 licenses. Anthony is registered with the state of Wisconsin, Michigan, and Florida. Anthony also holds the Certified Financial Planner designation. Kerberrose Wealth Management, LLC is a financial advisory firm that specializes in providing investment advice and financial planning services to individuals and families. The firm is headquartered in Shawano, Wisconsin.

Firm Information

Anthony Powers 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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Anthony Powers’s Registration & Firm History

WI

01/29/2016 - Present

Kerberrose Wealth Management, LLC (SHAWANO WI)

WI

10/17/2006 - 02/12/2016

CAMBRIDGE INVESTMENT RESEARCH, INC. (SHAWANO WI)

WI

08/05/2004 - 10/24/2006

AXA ADVISORS, LLC (SHAWANO WI)

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Licenses & Designations

BOTH

Issued 08/20/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/18/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anthony J Powers.
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