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Kerberrose Wealth Management, LLC CRD 168787
$1.16B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
115 E. 5Th Street, Shawano, WI 54166 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-08-23 |
Branch Locations
487 Riverwood Lane, Green Bay, WI 54313 • United States
115 E. 5Th Street, Shawano, WI 54166 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Green Bay | WI | 06/2004 | 08/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2013 | 08/2017 |
| Schenck Investment Solutions, Llc | Green Bay | WI | 08/2017 | 03/2019 |
| Cliftonlarsonallen Wealth Advisors, Llc | Green Bay | WI | 03/2019 | 07/2021 |
| Wells Fargo Clearing Services, Llc | Green Bay | WI | 07/2021 | 08/2021 |
| Apw Capital, Inc | Green Bay | WI | 08/2021 | Present |
| Kerberrose Wealth Management, Llc | Green Bay | WI | 08/2021 | Present |
APW CAPITAL BROKER DEALER REGISTERED ADMIN SINCE 08/2021 INVESTMENT RELATED KeberRose Wealth Management; yes; 487 Riverwood Lane, Greenbay, WI 54313; RIA; 8/24/2021; Client Service Associate; 40 hours; 40 hours prepare new client documents, prep client reviews, process trades, respond to client requests, update books & record requirements; Julie LeFevre, Investment related:Yes, 487 Riverwood Lane, Green Bay, WI, 54313, , Client Service Associate, 08/24/2021, 10%, Fixed and Variable Annuities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-10 |
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