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Alexander Stecker

Advisor at Kerberrose Wealth Management, LLC

Updated today

Location

Plover, WI 54467

Credentials

Series 66

Industry experience

16 years

About

Alexander Stecker is a financial advisor at KerberRose Wealth Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc, Thrivent Financial for Lutherans, and Gross Motors of Neillsville Inc. Outside of his advisory role, he is also involved in insurance brokerage through Crump and serves as a registered representative with APW, Inc. KerberRose Wealth Management serves individuals, trusts, retirement plans, and various business entities, offering investment management, financial planning, and tax and estate planning services. The firm employs asset-allocation models based on modern portfolio theory and integrates advisory services with related accounting, insurance, and retirement plan administration affiliates.

Client services

Based on Kerberrose Wealth Management, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Kerberrose Wealth Management, LLC

Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy Options & derivatives strategies

Occupation focus

Based on Kerberrose Wealth Management, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Typically range from $1,000 to $5,000, mutually agreed upon

Percentage

$0 - $250,000: 1.25% $250,001 - $500,000: 1.15% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% Greater than $10,000,000+: Negotiated

Commissions

Advisory professionals may receive commissions for sale of securities and insurance products; commission-based compensation is possible through affiliated broker-dealer APW Capital, Inc.

Project-based

$250 to $500 per hour

Subscriptions

Financial planning subscription service at $300 per month

Other

Fee-only: Hourly fees of $250 to $500 per hour; fixed fees typically range from $1,000 to $5,000; subscription fee of $300 per month

Location

2040 Jay Mar Rd., Suite #1

Plover, WI 54467

Most active in

Wisconsin

Work history

APW Inc

2023 - Present (3 years)

Crump

2023 - Present (3 years)

KerberRose Wealth Management, LLC

2023 - Present (3 years)

APW Inc

2023 - 2023 (1 year)

Ameriprise Financial Services, Inc

2019 - 2023 (4 years)

Gross Motors of Neillsville Inc

2017 - 2019 (2 years)

Thrivent Financial for Lutherans

2008 - 2017 (9 years)

Thrivent Investment Management Inc

2008 - 2017 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Patrick M

Series 63, Series 65

Plover, WI

Elite Wealth Management, Inc.

Patrick Marcell is a financial advisor with Elite Wealth Management, Inc. in Plover, WI, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at Brookstone Capital Management and Glišczynski & Associates. He is the owner of Elite Retirement Med, LLC, which provides access to Anovia medical services. Elite Wealth Management advises individuals, retirement plans, foundations, and small businesses, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis and serves a large client base with a variety of investment strategies and education services.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Matthew D

Series 66

Plover, WI

Elite Wealth Management, Inc.

Matthew Daniels is a financial advisor at Elite Wealth Management, Inc. in Plover, WI, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Elite Retirement Group, Inc. and Principal Securities Inc., as well as eight years with Miron Construction. Elite Wealth Management serves individuals, retirement plans, foundations, and small businesses by providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis, offering a variety of model portfolios and structured-note selections while acting as an ERISA fiduciary for plan clients.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michael M

Series 65

Plover, WI

Elite Wealth Management, Inc.

Michael Marcell is a financial advisor with Elite Wealth Management, Inc. in Plover, WI, holding a Series 65 designation and 10 years of industry experience. His prior roles include positions at Elite Retirement Group, Brookstone Capital Management, and MWM Financial Planning Services, LLC. He is also involved in insurance sales. Elite Wealth Management serves individuals, including high-net-worth clients, retirement plans, foundations, and small businesses by providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and cyclical analysis, offering a variety of model portfolios and structured-note selections alongside tax-sensitive strategies.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Victor K

Series 65

Plover, WI

Elite Wealth Management, Inc.

Victor Kizewski is a financial advisor at Elite Wealth Management, Inc. with five years of industry experience. He holds a Series 65 designation and has previously worked at Elite Retirement Group, Brookstone Capital Management, and North Dakota State University. In addition to his advisory role, he is a licensed life and health insurance agent, recommending insurance and annuities as appropriate. Elite Wealth Management serves individuals, retirement plans, foundations, and small businesses by providing portfolio management, financial planning, and retirement-plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to offer a range of model portfolios and maintains an ERISA fiduciary role for plan clients.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kyler E

Series 65

Stevens Point, WI

Evexia Wealth, LLC

Kyler Ernst is a financial advisor with Evexia Wealth, LLC, holding a Series 65 credential and beginning his advisory career in 2025. Prior to joining Evexia Wealth, he worked at Dairyland Power Cooperative and Evexia Accounting, and has been involved with St. Michael's Lutheran Church as an organist. Evexia Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm employs a long-term, fundamental analysis approach, building customized portfolios and offering specialized model portfolios that may include ETFs with digital-asset exposure or option-related strategies.

Private / alternative investments Options & derivatives strategies
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Benjamin P

Series 63, Series 65

Stevens Point, WI

Chicago Capital Management Advisors, LLC

Benjamin Pfiffner is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at American Trust Investment Services, Inc., Avellino Financial Advisors, Inc., and Forest Securities, Inc. Outside of advisory work, he is involved in an insurance agency specializing in life, health, and annuity sales. Chicago Capital Management Advisors provides discretionary and non-discretionary portfolio management to individuals, corporations, trusts, and retirement plans, serving over 500 client relationships. The firm applies a bottoms-up fundamental screening process and offers multiple model styles and custom portfolios tailored to client risk profiles.

ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Wealth management Retirement income strategy Executive Founder/Business Owner
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