Jennifer Miller, financial advisor Shawano WI
90 score

Jennifer Miller

CRD 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.

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Professional Designations
Company Name Location Dates Years
Kerberrose Wealth Management, LLC Shawano, WI Jan 2016 - Current 1
Reitrement Plan Advisors, LLC Shawano, WI Apr 2012 - Current 5
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
Contact Info for Jennifer J. Miller
Phone Number: 715.526.9400
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $30,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
Types of Clients
Registered States

MI, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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