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Taj Johnathan Boelter

Kerberrose Wealth Management, LLC

Shawano, WI

Seymour, WI

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Current Employers
Kerberrose Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-06-12
  • WI RA
    APPROVED
    Since 2026-06-12

Branch Locations

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

Seymour, WI • 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
Fedex Freight Kaukauna WI 03/2021 04/2025
Shawano Lake Golf Course Shawano WI 03/2018 03/2021
Student Green Bay WI 09/2022 12/2024
Student Green Bay WI 08/2020 08/2022
Unemployed Shawano WI 06/2015 03/2018
Northwestern Mutual Appleton WI 04/2025 Present
Kerberrose Wealth Management, Llc Seymour WI 03/2026 Present
  • 03/2021 → 04/2025
    Fedex Freight
    Kaukauna, WI
  • 03/2018 → 03/2021
    Shawano Lake Golf Course
    Shawano, WI
  • 09/2022 → 12/2024
    Student
    Green Bay, WI
  • 08/2020 → 08/2022
    Student
    Green Bay, WI
  • 06/2015 → 03/2018
    Unemployed
    Shawano, WI
  • 04/2025 → Present
    Northwestern Mutual
    Appleton, WI
  • 03/2026 → Present
    Kerberrose Wealth Management, Llc
    Seymour, WI
Other Businesses

INSURANCE LICENSED LIFE AND HEALTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-12
S63 Uniform Securities Agent State Law Examination 2025-11-13
  • S65 Uniform Investment Adviser Law Examination
    2026-06-12
  • S63 Uniform Securities Agent State Law Examination
    2025-11-13
Other Names
  • Taj Johnathan Boelter

View on SEC IAPD

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Other Offices

EDWARD JONES · SHAWANO, WI
LPL FINANCIAL LLC · SHAWANO, WI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Shawano, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Shawano, WI
ASSOCIATED INVESTMENT SERVICES, INC. · Shawano, WI
EDWARD JONES · SHAWANO, WI
THRIVENT INVESTMENT MANAGEMENT INC. · Shawano, WI
EDWARD JONES · SHAWANO, WI

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