Kerberrose Wealth Management, LLC

Kerberrose Wealth Management, LLC (CRD# 168787) is a financial advisory firm headquartered in Shawano, WI. They manage $13,293,227 in 105 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    105
    ACCOUNTS
  • Average Account Value
    $126,602
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI, WI

Financial Advisors at Kerberrose Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Anthony J. Powers
CRD#: 4828523
115 E. 5th Street, Shawano, WI 54166
96
Wealthminder
score

Anthony Powers (CRD# 4828523) is an Investment Advisor Representative working at Kerberrose Wealth Management, LLC in Shawano, WI and has over 13 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.

2
Jennifer J. Miller
CRD#: 6053455
115 E. 5th Street, Shawano, WI 54166
93
Wealthminder
score

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.

3
Jesse L. Nelson
CRD#: 5134055
4211 N. Lightning Drive, Appleton, WI 54913
93
Wealthminder
score

Jesse Nelson (CRD# 5134055) is an Investment Advisor Representative working at Kerberrose Wealth Management, LLC in Appleton, WI and has over 12 years of experience in the finance industry.

4
Ramon Garrido Mateos
CRD#: 6874145
115 E. 5th Street, Shawano, WI 54166
87
Wealthminder
score

Ramon Garrido Mateos (CRD# 6874145) is an Investment Advisor Representative working at Kerberrose Wealth Management, LLC in Shawano, WI and has 1 year of experience in the finance industry.

5
Donald R. Pedersen
CRD#: 6324688
115 E. 5th Street, Shawano, WI 54166
87
Wealthminder
score

Donald Pedersen (CRD# 6324688) is an Investment Advisor Representative working at Kerberrose Wealth Management, LLC in Shawano, WI and has 1 year of experience in the finance industry.

6
Michael I. Ruby
CRD#: 6263279
115 E. 5th Street, Shawano, WI 54166
87
Wealthminder
score

Michael Ruby (CRD# 6263279) is an Investment Advisor Representative working at Kerberrose Wealth Management, LLC in Shawano, WI and has 1 year of experience in the finance industry.

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