Jennifer MillerCRD Number: 6053455
Current Firm: Kerberrose Wealth Management, LLC
Jennifer Miller (CRD# 6053455) is an Investment Advisor Representative working at Kerberrose Wealth Management, LLC in Shawano, WI and has over 5 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Packerland Brokerage Services, Inc.
Raymond James Financial Services Advisors, Inc.
|Kerberrose Wealth Management, LLC||Shawano, WI||Jan 2016 - Current||2|
|Reitrement Plan Advisors, LLC||Shawano, WI||Apr 2012 - Current||6|
|Kerber Rose & Associates Sc||Shawano, WI||Oct 2001 - Current||16|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Mar 2014 - Dec 2015||1|
|Cambridge Investment Research, Inc.||Fairfield, IA||May 2012 - Dec 2015||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Total Assets Under Management13MILLIONS
Total Number of Accounts105ACCOUNTS
Average Account Value$126,602
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)