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Scott R Schewe

Kerberrose Wealth Management, LLC

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About Scott R Schewe

Scott R Schewe is a financial advisor who works at KerberRose Wealth Management, LLC. Scott has been in the industry since 2006 and is registered in Wisconsin. Scott's primary registration is with KerberRose Wealth Management, LLC and they have been registered with the firm since 2019. Previously, Scott was registered with GWFS EQUITIES, INC. Scott has passed the Series 6 and 63 exams. Scott specializes in advising individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

Firm Information

Scott Schewe 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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Scott Schewe’s Registration & Firm History

WI

03/12/2019 - Present

Kerberrose Wealth Management, LLC (SHAWANO WI)

CO

03/30/2006 - 03/12/2019

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

BC

Issued 05/01/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/29/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott R Schewe.
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