KerberRose Wealth Management, LLC

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
Industry
Financial Services
Employees
12
Founded
2013
Funding
,
NAICS
Finance and Insurance
Monetary 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 Contact
Ethan H. Administrative Manager at Kerberrose
Email
Samantha Lakari Wealth Management Assistant
Email
Elle Hietpas Financial Paraplanner
View
Konrad Zagzebski Cfp® Cfp® - Fiduciary - Stewarding Family
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 Email Phone
Executive 1 1 1
General 1 1 0

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