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KERBERROSE WEALTH MANAGEMENT, LLC

Tel: 715.526.9400
115 E. 5th Street
Shawano, Wisconsin  54166

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KERBERROSE WEALTH MANAGEMENT, LLC

KERBERROSE WEALTH MANAGEMENT, LLC is a Shawano, Wisconsin based financial advisory firm with nearly $909,761,204 in assets under management and provides investment advisory services for 2911 clients. There are currently 12 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Commission Based

Firm CRD#:

168787

SEC#:

801-119492

No. of Clients:

2911

Assets under Management

$909,761,204

No. of Advisors:

12

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