Advisor at Kerberrose Wealth Management, LLC
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.
Firm
Kerberrose Wealth Management, LLC
Location
Shawano, WI 54166
Credentials
Series 63, Series 65
Industry experience
24 years
Fixed fees typically range from $1,000 to $5,000; financial planning subscription fee $300 per month.
$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
Advisory professionals may receive commissions for sales of securities and insurance products.
$250 to $500 per hour
Fee-only: Asset-based fees, hourly charges ($250-$500/hour), fixed fees ($1,000-$5,000), and subscription fees ($300/month) available.
APW Capital, Inc
2019 - Present (7 years)
KerberRose Wealth Management, LLC
2019 - Present (7 years)
Lpl Financial LLC
2018 - 2019 (1 year)
SII Investments
2016 - 2018 (2 years)
McCone
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Shawano, WI
Edward Jones
CFP®, Series 66
Clintonville, WI
Edward Jones
Series 65
Shawano, WI
Kerberrose Wealth Management, LLC
Series 65
Appleton, WI
Kerberrose Wealth Management, LLC
Series 63, Series 65
Green Bay, WI
Kerberrose Wealth Management, LLC
Series 65
Marquette, MI
Kerberrose Wealth Management, LLC
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