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.

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.

Ethan Hausmann is a financial advisor at KerberRose Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Scott Ciullo Inc. and AFlac. Outside of advising, Hausmann is an author of digital and print-on-demand books through Amazon Kindle Direct Publishing. KerberRose Wealth Management serves a diverse client base including individuals, trusts, retirement plans, and corporations, offering investment management, financial planning, and institutional retirement advisory services. The firm employs asset-allocation models based on modern portfolio theory and integrates tax, accounting, insurance, and retirement-plan administration through affiliated entities.

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.

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.

Alexandria Miller is a financial advisor at KerberRose Wealth Management, LLC with three years of industry experience. She holds a Series 65 credential and has been with KerberRose since 2021. Prior to her advisory career, she worked at Lake Superior Christian Church and spent several years as a stay-at-home parent. KerberRose Wealth Management serves individuals, trusts, retirement plans, and various entities with investment management, financial planning, tax and estate planning, and institutional retirement advisory services. The firm utilizes asset-allocation models based on modern portfolio theory and offers integrated services through affiliated accounting and retirement plan administration firms.

Scott Ciullo is a financial advisor with KerberRose Wealth Management, LLC in Marquette, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at APW Capital, Inc. and LPL Financial, LLC, with a career spanning roles in investment advisory and fixed life and annuity sales. Outside of his advisory work, he is involved in fixed life and annuity sales through Scott Ciullo, Inc. KerberRose Wealth Management serves individuals, trusts, retirement plans, 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 integrates advisory services with affiliated accounting and retirement plan administration firms.

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.

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.

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.

Daniel Wotruba is a financial advisor with KerberRose Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Schenck Investment Solutions LLC and Associated Trust Company. He serves as a consultant for the Einstein Project, a nonprofit organization focused on introducing students to STEM activities. KerberRose Wealth Management serves a diverse client base including individuals, trusts, retirement plans, and corporations, 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 affiliated accounting and retirement plan administration firms.

Connor Rosin is an Associate Wealth Advisor at KerberRose Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Thrivent Financial and APW Inc. Outside of his advisory role, he has experience in painting and woodworking through his prior businesses, Rosin's Painting and Rosin Woodwork Corporation. KerberRose Wealth Management serves a diverse client base including individuals, trusts, retirement plans, and corporations, 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 affiliated accounting and retirement plan administration firms.

Scott Schewe is a CFP® with 19 years of industry experience, currently serving as an advisor at KerberRose Wealth Management, LLC since 2019. He previously worked at APW Capital, Inc. and Gwfs Equities Inc/Great West Life & Annuity Insurance Company. Schewe is a board member of the Appleton Education Foundation, a nonprofit focused on grant funding for educational costs outside the regular school district budget. KerberRose Wealth Management serves individuals, trusts, retirement plans, corporations, and other entities with investment management, financial planning, and institutional retirement advisory services. The firm employs asset-allocation models based on modern portfolio theory and offers integrated tax, accounting, insurance, and retirement plan administration services through affiliated entities.