Anthony J Powers

Current Employers

Employment History

• 01/2016 → Present
  Kerberrose Wealth Management, Llc
  Shawano, WI
• 01/2016 → Present
  Comprehensive Asset Management Serving Inc.
  Shawano, WI

Previous Registrations

• 2009-02-03 → 2016-02-12
  Cambridge Investment Research Advisors, Inc.
  Shawano, WI
  Marinette, WI

Other Businesses

1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2)SHALAGOCO, LLC; SHAWANO, WI; TITLE: MEMBER (PARTNER); START DATE: 2/1/07; HRS: 5/WK, NOT DURING TRADING HRS; DUTIES: OWNER. 3)KR Real Estate, Investment related:No, 115 E 5th Street, Shawano, WI, 54166, Entity to hold real estate for KerberRose offices., Shareholder, 10/01/2019, 0, Shareholder 4)SHAWANO MASONS, INC.; SHAWANO, WI; SERVICE DESCRIPTION: NON-PROFIT ORGANIZATION; TITLE: BOARD MEMBER; DUTIES: BOARD MEMBER; TIME SPENT: 5%. 5)KERBERROSE WEALTH MANAGEMENT, LLC; SHAWANO, WI; SERVICE DESCRIPTION: REGISTERED INVESTMENT ADVISOR; START DATE: 01/29/2016; TITLE: PRESIDENT; DUTIES: PRESIDENT; TIME SPENT: 100%. 6)KerPow, LLC; Shawano, WI; Service description: Holding company for real estate rental properties; Start date: 09/23/2016; Title: Member; Duties: Member of LLC; Time spent: 0%. 7) Retirement Plan Advisors; Shawano, WI; service description: money from life ins business and advisory business gets paid to this entity; start date: 11/8/2006; title: owner; Duties: president; time devoted: 50%. 8) KerberRose, S.C., Investment related: No, 115 E 5th Street, Shawano, WI, 54166, Certified Public Accounting Firm that does tax preparation, audit, payroll, financial statements and other tax related services., Shareholder, 01/01/2020, 20 hours per month, Shareholder 9) Ole' Town Tap, LLC; Shawano, WI; Service description: Pub; Start date: 05/01/2020; Duties: Member of the LLC that owns Pub; Title: Partner; Time spent: 0%. Not Investment Related 10).apw capital, inc. broker dealer shawano wi 54166 registered representative since investment related 11) Retirement Plan Partners, LLC; Appleton, WI; investment related; Start date: 10/15/2017; Duties: third party admin for 401k using outside record-keeping platforms; Title: Indirect Shareholder via KerberRose; Time spent: 0. 12) KERBER INVESTMENTS THIS IS A FAMILY INVESTMENT ACCOUNT PARTNER SINCE 01/01/2023 INVESTMENT RELATED 13) Shal Acres, LLC, Investment related:No, 117 E 5th Street, Shawano, WI, 54166, Real Estate Holding & Development Company, Member, 07/10/2024, 0, Investor in the real estate. 14) Golfside, LLC Operating Entity for a Tavern Partner Since 01/2025 Not Investment Related

Exams

• S66 Uniform Combined State Law Examination
  2004-08-20

Designations

Other Names

• Anthony J Powers, Jr
• Tony Powers
• Anthony J Powers