Anthony Powers (CRD# 4828523) is an Investment Advisor Representative working at Kerberrose Wealth Management, LLC in Shawano, WI and has over 19 years of experience in the finance industry. Anthony Powers 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# 4997609
Advisors Management Group Inc.
CRD# 4841784
Edward Jones
CRD# 5639814
Packerland Brokerage Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kerberrose Wealth Management, LLC | Shawano, WI | Jan 2016 - Current | 8 |
| Comprehensive Asset Management Serving Inc. | Shawano, WI | Jan 2016 - Current | 8 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Oct 2006 - Jan 2016 | 9 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Oct 2006 - Jan 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2004 |
- FL
- MI
- WI
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Total Assets Under Management752MILLIONS
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Total Number of Accounts2,351ACCOUNTS
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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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