Michael Rudolf, financial advisor Shawano WI

Michael Rudolf

CRD Number: 4370058
Current Firm: Kerberrose Wealth Management, LLC

Michael Rudolf (CRD# 4370058) is an Investment Advisor Representative working at Kerberrose Wealth Management, LLC in Shawano, WI and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Kerberrose Wealth Management, LLC Shawano, WI Nov 2019 - Current 4
Apw Capital, Inc. Rockaway, NJ Nov 2019 - Current 4
Lpl Financial LLC Menasha, WI Feb 2018 - Oct 2019 1
Mccone Menasha, WA Aug 2015 - Oct 2019 4
Sii Investments Menasha, WI Aug 2016 - Jan 2018 1
Watters Group Appleton, WI Jun 2007 - Aug 2015 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2001
S65 NASAA Investment Advisors Law Examination Apr 2001
Contact Info for Michael P. Rudolf
Phone Number: 715.526.9400
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    752
    MILLIONS
  • Total Number of Accounts
    2,351
    ACCOUNTS
  • Average Account Value
    $320,010
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, FL, MI, MN, TX, WI

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