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Daniel Wotruba Email & Phone Number
Shareholder and Director of Wealth Management
at
KerberRose Wealth Management, LLC
1 work email found
@associatedbank.com
6 phones found area 920 and 715
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Shareholder and Director of Wealth Management
Location
Green Bay, Wisconsin, United States
Company size
Who is Daniel Wotruba? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Daniel Wotruba is listed as Shareholder and Director of Wealth Management at KerberRose Wealth Management, LLC, a company with 12 employees, based in Green Bay, Wisconsin, United States. AeroLeads shows a work email signal at associatedbank.com, phone signal with area code 920, 715, and a matched LinkedIn profile for Daniel Wotruba.
Daniel Wotruba previously worked as Shareholder & Director of Wealth Management at Kerberrose Wealth Management, Llc and Wealth Portfolio Manager at Schenck Sc. Daniel Wotruba holds Bs, Business Administration/Econ from Uwgb.
Company email context
Email format at KerberRose Wealth Management, LLC
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{first}.{last}@associatedbank.com
86% confidence
AeroLeads found 1 current-domain work email signal for Daniel Wotruba. Compare company email patterns before reaching out.
Profile bio
About Daniel Wotruba
I am a Wealth Portfolio Manager with a long history of successful business development skills. I have more than 25 years of experience providing high-net worth financial planning and portfolio construction services designed to help clients achieve personal and family goals. With all the different financial products available in today’s marketplace, having a strong acumen to determine risk and cost structures can go a long way in helping clients reduce risk and costs through better structured portfolios. This often starts with a client better understanding what it is they own now and how it directly impacts their situation. The estate planning arena has seen many changes, and I help clients better understand their estate plan documents and how they will be administered. In addition, I have the ability to communicate seemingly complex ideas and concepts in a manner often readily understood by clients. Going through this process goes a long way in building rapport and is often the start of a long and trusted relationship.
Listed skills include Wealth Management, Private Wealth Management, Banking, Estate Planning, and 17 others.
Current workplace
Daniel Wotruba's current company
Company context helps verify the profile and gives searchers a useful next step.
Kerberrose Wealth Management, Llc
8 roles · 33 years
Daniel Wotruba work experience
A career timeline built from the work history available for this profile.
Shareholder & Director Of Wealth Management
CurrentAs Director of Wealth Management of KerberRose Wealth Management, I am excited for the opportunity to utilize and share my 25 years of experience in the financial services industry of providing financial planning and portfolio construction services designed to help clients achieve personal and family goals. With a seemingly unlimited array of financial.
Jan 2019 - Present
Wealth Portfolio Manager
Supported by a strong background in both traditional brokerage products and those products utilized in managed portfolios, coupled with the experience to provide comprehensive solutions designed to fit the required objective – whether it be cost, risk or goal-based.As a member of the Schenck Wealth Advisory team, I will use my strong background in both.
Mar 2018 - Dec 2018
Svp - Personal Trust Manager
Apr 2008 - Jan 2018
Trust & Investment Officer
May 2003 - Feb 2008
Portfolio Manager
May 2002 - Apr 2003
Vp -Trust Officer
Jun 1993 - May 2002
Trust Officer
Firstar Bank
In addition to managing day to day activities of the Personal Trust office, Dan’s role has a strong focus on business development by specializing in portfolio analysis and account structure – supported by a strong background in both traditional brokerage products and those products utilized in managed portfolios with the ability to provide solutions.
1993 - 2002
~9 yrs
Team & coworkers
Colleagues at KerberRose Wealth Management, LLC
Other employees you can reach at kerberrosewealth.com. View company contacts for 12 employees →
EH
Ethan H.
Colleague at Kerberrose Wealth Management, LlcMarquette, Michigan, United States, United States
View →
SC
Scott Ciullo, Aifa, Cfs
Colleague at Kerberrose Wealth Management, LlcMarquette, Michigan, United States, United States
View →
AM
Alexandria Miller, Cpfa®
Colleague at Kerberrose Wealth Management, LlcMarquette, Michigan, United States, United States
View →
EH
Elle Hietpas
Colleague at Kerberrose Wealth Management, LlcLittle Chute, Wisconsin, United States, United States
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Ethan H.
Colleague at Kerberrose Wealth Management, LlcMarquette, Michigan, United States, United States
View →
SC
Scott Ciullo, Aifa, Cfs
Colleague at Kerberrose Wealth Management, LlcMarquette, Michigan, United States, United States
View →
AM
Alexandria Miller, Cpfa®
Colleague at Kerberrose Wealth Management, LlcMarquette, Michigan, United States, United States
View →
EH
Elle Hietpas
Colleague at Kerberrose Wealth Management, LlcLittle Chute, Wisconsin, United States, United States
View →
2 education records
Daniel Wotruba education
Bs, Business Administration/Econ
Uwgb
Education record
College Of Financial Planning
FAQ
Frequently asked questions about Daniel Wotruba
Quick answers generated from the profile data available on this page.
What company does Daniel Wotruba work for?
Daniel Wotruba works for KerberRose Wealth Management, LLC.
What is Daniel Wotruba's role at KerberRose Wealth Management, LLC?
Daniel Wotruba is listed as Shareholder and Director of Wealth Management at KerberRose Wealth Management, LLC.
What is Daniel Wotruba's email address?
AeroLeads has found 1 work email signal at @associatedbank.com for Daniel Wotruba at KerberRose Wealth Management, LLC.
What is Daniel Wotruba's phone number?
AeroLeads has found 6 phone signal(s) with area code 920, 715 for Daniel Wotruba at KerberRose Wealth Management, LLC.
Where is Daniel Wotruba based?
Daniel Wotruba is based in Green Bay, Wisconsin, United States while working with KerberRose Wealth Management, LLC.
What companies has Daniel Wotruba worked for?
Daniel Wotruba has worked for Kerberrose Wealth Management, Llc, Schenck Sc, Associated Bank, Nicolet National Bank, and Wells Fargo.
Who are Daniel Wotruba's colleagues at KerberRose Wealth Management, LLC?
Daniel Wotruba's colleagues at KerberRose Wealth Management, LLC include Ethan H., Scott Ciullo, Aifa, Cfs, Alexandria Miller, Cpfa®, and Elle Hietpas.
How can I contact Daniel Wotruba?
You can use AeroLeads to view verified contact signals for Daniel Wotruba at KerberRose Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did Daniel Wotruba attend?
Daniel Wotruba holds Bs, Business Administration/Econ from Uwgb.
What skills is Daniel Wotruba known for?
Daniel Wotruba is listed with skills including Wealth Management, Private Wealth Management, Banking, Estate Planning, Retirement Planning, Qualified Plans, New Business Development, and Portfolio Management.
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