Kerberrose Wealth Management, LLC
Kerberrose Wealth Management, LLC (CRD# 168787) is a financial advisory firm headquartered in Shawano, WI. They manage $752,342,472 in 2,351 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management752MILLION
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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
Scott Ciullo (CRD# 1505596) is an Investment Advisor Representative working at LPL Financial LLC in Marquette, MI and has over 31 years of experience in the finance industry. He uses his wealth of knowledge to assist his clients in all aspects of financial planning to help find an appropriate retirement strategy for them. With LPL Financial, Scott is able to offer access to multiple and diverse investment vehicles tailored to each individual in order to address their unique goals.
Julie Lefevre (CRD# 1766503) is an Investment Advisor Representative working at Kerberrose Wealth Management, LLC in Green Bay, WI and has over 30 years of experience in the finance industry.
Anthony Powers (CRD# 4828523) is an Investment Advisor Representative working at Kerberrose Wealth Management, LLC in Shawano, WI and has over 19 years of experience in the finance industry.
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.
Scott Schewe (CRD# 4424640) is an Investment Advisor Representative working at Kerberrose Wealth Management, LLC in Shawano, WI and has over 17 years of experience in the finance industry.
Alexander Stecker (CRD# 5529869) is an Investment Advisor Representative working at Kerberrose Wealth Management, LLC in Plover, WI and has over 15 years of experience in the finance industry.
Daniel Wotruba (CRD# 2378303) is an Investment Advisor Representative working at Kerberrose Wealth Management, LLC in Green Bay, WI and has over 30 years of experience in the finance industry.
Brianne Burnett (CRD# 7564098) is an Investment Advisor Representative working at Kerberrose Wealth Management, LLC in Shawano, WI and has 1 year of experience in the finance industry.
Ethan Hausmann (CRD# 7201993) is an Investment Advisor Representative working at Kerberrose Wealth Management, LLC in Marquette, MI and has over 3 years of experience in the finance industry.
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.