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Karley Marie Wardlow

Kerberrose Wealth Management, LLC

Shawano, WI

Green Bay, WI

CRD 7151807

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Employer firm

Kerberrose Wealth Management, LLC CRD 168787

$1.16B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Kerberrose Wealth Management, Llc

115 E. 5Th Street, Shawano, WI 54166 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-06-18
  • WI RA
    APPROVED
    Since 2026-06-18

Branch Locations

115 E. 5Th Street, Shawano, WI 54166 • United States

487 Riverwood Ln, Green Bay, WI 54313 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 07/2019 06/2026
Gannett Co Inc Appleton WI 10/2013 07/2019
Kerberrose Wealth Management, Llc Green Bay WI 06/2026 Present
Previous Registrations
  • 2019-09-30 → 2026-06-17
    Appleton, WI
    St Louis, MO
    Kimberly, WI
    Appleton, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-28
  • S66 Uniform Combined State Law Examination
    2019-09-28
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Karley Marie Monka
  • Karley Marie Musil
  • Karley Musil
  • Karley Musil Wardlow

View on SEC IAPD

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