Elle Hietpas (CRD# 7486625) is an Investment Advisor Representative working at Kerberrose Wealth Management, LLC in Shawano, WI and has 1 year of experience in the finance industry.
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 | Dec 2021 - Current | 2 |
Bellin Memorial Hospital | Green Bay, WI | Sep 2017 - Dec 2021 | 4 |
The Outpost | Sherwood, WI | Jan 2018 - May 2018 | < 1 |
Ascension Ne Wisconsin | Appleton, WY | Jul 2017 - Apr 2018 | < 1 |
Froedtert Health | Milwaukee, WI | Jul 2016 - Jul 2017 | 1 |
Robert J Ollman And Amy J Ollman | Thiensville, WI | Sep 2016 - Nov 2016 | < 1 |
Demarsh Brothers, Inc. | Mequon, WY | Aug 2016 - Sep 2016 | < 1 |
Jwcw, LLC | Green Bay, WI | Jul 2013 - Jun 2016 | 2 |
University Of Wisconsin System | Madison, WI | Sep 2013 - May 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- 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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