KerberRose Wealth Management, LLC
Financial Services
Shawano, Wisconsin, United States
12 employees
- Employees
- 12
- Contacts
- 3
- Emails
- 3
- Phones
- 1
KerberRose Wealth Management, LLC Overview
- Headquarters
- Shawano, Wisconsin, United States
- Website
- kerberrosewealth.com
- Industry
- Financial Services
- Employees
- 12
- Founded
- 2013
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About KerberRose Wealth Management, LLC
KerberRose Wealth Management delivers trusted advice to guide families and business owners toward financial freedom. We are small enough to provide personal, hands-on counsel, yet large enough to serve each individual’s financial needs. By working closely with our valued clients, we are able to combine intelligent financial life advice with a unique tax-advantaged wealth planning process. Customized wealth management solutions help our clients identify what is important to them and then create a plan to achieve success. KerberRose Wealth Management's group retirement plan division, KerberRose Retirement Plan Services, is focused on delivering superior retirement plan consulting services. KerberRose Retirement Plan Services assists plan sponsors in the areas of plan design, benchmarking, investment advice, fiduciary compliance and participant outcomes. KerberRose Wealth Management, LLC is a Registered Investment Advisor. Certain representatives of KerberRose Wealth Management, LLC are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211. KerberRose Wealth Management, LLC is not owned or operated APW Capital, Inc. Financial Planning and Investment Advisory Services are offered through KerberRose Wealth Management, LLC. Check the background of this firm on FINRA's BrokerCheck.
KerberRose Wealth Management, LLC Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 1
- 25.0% coverage
KerberRose Wealth Management, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Ethan H. | Administrative Manager at Kerberrose | Marquette, Michigan, United States |
Email
|
| Samantha Lakari | Wealth Management Assistant | De Pere, Wisconsin, United States |
Email
|
| Elle Hietpas | Financial Paraplanner | Little Chute, Wisconsin, United States |
View
|
| Konrad Zagzebski Cfp® | Cfp® - Fiduciary - Stewarding Family | Green Bay, Wisconsin, United States |
Email
Phone
|
Employees by Management Level
Director
2 profiles
Individual contributor
2 profiles
Manager
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 1 |
| General | 1 | 1 | 0 |
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