Konrad Zagzebski (CRD# 6975037) is an Investment Advisor Representative working at Kerberrose Wealth Management, LLC in Green Bay, WI and has over 5 years of experience in the finance industry. Konrad Zagzebski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 4997609
Advisors Management Group Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Apw Inc. | Green Bay, WI | Mar 2024 - Current | < 1 |
| Kerberrose Wealth Management, LLC | Green Bay, WI | Jan 2024 - Current | < 1 |
| Apw Inc. | Green Bay, WI | Jan 2024 - Mar 2024 | < 1 |
| Capital Point Financial Group, Ltd. | Glenview, IL | Jul 2019 - Jan 2024 | 4 |
| Lpl Financial, LLC | Glenview, IL | Sep 2018 - Jan 2024 | 5 |
| Vs Networks LLC | Chicago, IL | May 2015 - Jan 2019 | 3 |
| University Of Wisconsin - Madison | Madison, WI | Jun 2010 - May 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- WI
-
Total Assets Under Management752MILLIONS
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Total Number of Accounts2,351ACCOUNTS
-
Average Account Value$320,010
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, FL, MI, MN, TX, WI
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