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Kerberrose Wealth Management, Llc
Shawano, Wisconsin
Kerberrose Wealth Management, LLC, a local investment advisory firm based in Shawano, WI, is dedicated to providing comprehensive financial solutions to its clients. With over 1,120 individual clients and a substantial $592,830,000 in assets under management, they have established a reputation for delivering exceptional service.
Operating from five offices, Kerberrose Wealth Management, LLC offers a range of services to meet the diverse needs of their clientele. They serve as a registered representative of a broker-dealer, an insurance broker or agent, and an accountant or accounting firm. While they excel in managing employer fu...see more
Assets Under Mgmt
$592.83M
Investment Professionals
9
Locations
4
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
- Commissions
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Other Business Activities
- Registered representative of a broker-dealer
- Insurance broker or agent
- Accountant or accounting firm
Reviews for Kerberrose Wealth Management, Llc
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