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Connor Rosin

Kerberrose Wealth Management, LLC

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About Connor Rosin

Connor Rosin is a financial advisor with Kerberrose Wealth Management, LLC located in Shawano, WI. Connor specializes in financial planning, portfolio management for individuals, and selection of other advisors. Connor has experience in the industry since 2021 and holds licenses in Wisconsin as well as the Series 7TO, 63 and 65 exams. Before joining Kerberrose Wealth Management, LLC Connor also worked as an Insurance Broker for Crump.

Firm Information

Connor Rosin 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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Connor Rosin’s Registration & Firm History

WI

01/01/2025 - Present

Kerberrose Wealth Management, LLC (SHAWANO WI)

WI

02/24/2021 - 01/18/2023

THRIVENT INVESTMENT MANAGEMENT INC. (Bonduel WI)

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Licenses & Designations

IA

Issued 03/18/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/05/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/19/2022

Series 7TO - General Securities Representative Examination

BC

Issued 02/24/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/15/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Connor Rosin.
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