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).

Current Firm Details
115 E. 5th Street, Shawano, WI 54166
http://linkedin.com/ethanhausmann
By the Numbers
  • Total Assets Under Management
    752
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

AZ, FL, MI, MN, TX, WI

Financial Advisors at Kerberrose Wealth Management, LLC
Showing 11 - 12 of 12 top financial advisors.
11
Alexandria Miller, financial advisor Shawano WI
Alexandria M. Miller
CRD#: 7351388
115 E. 5th Street, Shawano, WI 54166

Alexandria Miller (CRD# 7351388) is an Investment Advisor Representative working at Kerberrose Wealth Management, LLC in Shawano, WI and has 1 year of experience in the finance industry.

12
Konrad Zagzebski, financial advisor Shawano WI
Konrad Zagzebski
CRD#: 6975037
115 E. 5th Street, Shawano, WI 54166

Konrad Zagzebski (CRD# 6975037) 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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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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