Advisor at Associated Investment Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Shawano, WI 54166
Credentials
CFP®, Series 66
Industry experience
4 years
Emily Schiltz is a CFP® and holds a Series 66 license with four years of industry experience. She is currently with Associated Investment Services, Inc., where she has worked since 2024. Prior to this, she held roles at Nicolet Wealth Management and Private Client Services. Outside of advisory work, she has experience in media and hospitality, including a position at Scripps Media/NBC26 and managing The Black Sheep Pub & Grill. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm offers a range of model portfolio and separately managed account programs through third-party managers and affiliated asset management, delivering advisory services mainly on a non-discretionary basis supported by its affiliations with Associated Banc-Corp and related entities.
Based on Associated Investment Services, Inc.
Based on Associated Investment Services, Inc.
$0 - $175,000: 1.42% to 1.81% $175,001 - $250,000: 1.32% to 1.71% $250,001 - $350,000: 1.29% to 1.68% $350,001 - $500,000: 1.24% to 1.63% $500,001 - $750,000: 1.23% to 1.61% $750,001 - $1,000,000: 1.08% to 1.46% $1,000,001 - $1,500,000: 1.08% to 1.42% $1,500,001 - $2,000,000: 0.95% to 1.29% $2,000,001 - $5,000,000: 0.95% to 1.28% $5,000,001+: 0.63% to 0.93%
Received as a broker-dealer on separate brokerage/insurance accounts; commissions and sales charges apply
Account minimum: $5,000 Minimum fee: Firm fee component minimum annual fee ranges from $0 to $150; custody fee component minimum annual fee ranges from $0 to $100, varies by program
129 E. Division St.
Shawano, WI 54166
Illinois · Michigan · Missouri · Wisconsin
Associated Investment Services, Inc.
2024 - Present (2 years)
Nicolet Wealth Management
2022 - 2024 (2 years)
Private Client Services
2022 - 2024 (2 years)
Nicolet Wealth Management
2021 - 2022 (1 year)
Scripps Media/NBC26
2020 - 2021 (1 year)
The Nines
2019 - 2021 (2 years)
Krueger International
2019 - 2019 (1 year)
The Black Sheep Pub & Grill
2019 - 2021 (2 years)
St. Norbert College Alumni House
2018 - 2020 (2 years)
Associated Bank Corp.
2018 - 2018 (1 year)
St. Norbert College
2016 - 2020 (4 years)
Krueger International
2016 - 2017 (1 year)
Luxenburg-Casco School District
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Shawano, WI
Kerberrose Wealth Management, LLC
Shawn Bresnahan is a financial advisor at KerberRose Wealth Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Empower Advisory Group, LLC for 12 years. KerberRose Wealth Management serves individuals, trusts, retirement plans, corporations, and other entities with investment management, financial planning, tax and estate planning, and institutional retirement advisory services. The firm employs asset-allocation models based on modern portfolio theory and offers integrated services through affiliations with accounting and retirement plan administration firms.
Series 65
Shawano, WI
Kerberrose Wealth Management, LLC
Elle Hietpas is a financial advisor at KerberRose Wealth Management, LLC with a Series 65 credential and two years of industry experience. She has worked at KerberRose since 2021 and previously held positions in healthcare and education sectors. KerberRose Wealth Management serves individuals, trusts, retirement plans, corporations, partnerships, and other entities, offering investment management, financial planning, tax and estate planning, and institutional retirement advisory services. The firm employs asset-allocation models based on modern portfolio theory and uses a variety of investment vehicles and third-party managers, combining advisory services with affiliated accounting and retirement plan administration firms.
Series 65
Shawano, WI
Kerberrose Wealth Management, LLC
Jason Richel is a financial advisor at KerberRose Wealth Management, LLC with a Series 65 credential and experience beginning in 2022. Prior to entering the financial industry, he served in the United States Army for six years. He is also a board member and treasurer of the West De Pere Wrestling Club, a nonprofit organization. KerberRose Wealth Management serves individuals, trusts, retirement plans, and other legal entities with investment management, financial planning, and related advisory services. The firm’s investment process utilizes asset-allocation models based on modern portfolio theory and incorporates a range of investment vehicles and third-party managers.
Series 63, Series 65
Shawano, WI
Kerberrose Wealth Management, LLC
Julie Lefevre is a financial advisor at KerberRose Wealth Management, LLC with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including APW Capital, Inc., CliftonLarsonAllen Wealth Advisors, and Northwestern Mutual. KerberRose Wealth Management serves individuals, trusts, retirement plans, and various legal entities with investment management, financial planning, tax and estate planning, and institutional retirement advisory services. The firm employs asset-allocation models based on modern portfolio theory and integrates advisory services with affiliated accounting and retirement plan administration firms.
Series 63, Series 65
Shawano, WI
Kerberrose Wealth Management, LLC
Michael Rudolf is a financial advisor at KerberRose Wealth Management, LLC in Appleton, WI, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including APW Capital, Inc., LPL Financial LLC, and SII Investments. Rudolf serves as Director of Retirement Plans at KerberRose Wealth Management. KerberRose Wealth Management provides investment management, financial planning, tax and estate planning, and institutional retirement advisory services to individuals, trusts, retirement plans, and various entities. The firm’s investment approach incorporates asset-allocation models based on modern portfolio theory, utilizing a range of securities and third-party managers, and offers integrated services through affiliations with accounting and retirement plan administration firms.
CFP®, Series 66
Shawano, WI
Kerberrose Wealth Management, LLC
Anthony Powers is a CFP® with 21 years of industry experience. He is currently President at KerberRose Wealth Management, LLC and has been with the firm and its affiliated Comprehensive Asset Management Serving Inc. since 2016. Outside of his advisory role, Powers is a member and partner of ShalagoCo, LLC and serves on the board of Shawano Masons, Inc., a nonprofit organization. He is also involved as a partner in Ole' Town Tap, a local pub. KerberRose Wealth Management serves individuals, trusts, retirement plans, corporations, and other entities with investment management, financial planning, and tax and estate planning. The firm employs asset-allocation models based on modern portfolio theory and offers integrated advisory services supported by affiliated accounting and retirement plan administration firms.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
