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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2025-11-24 |
| WI | RA | APPROVED | 2025-11-24 |
Branch Locations
2202 Woodale Avenue, 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 |
|---|---|---|---|---|
| Associated Trust Company | Green Bay | WI | 04/2008 | 01/2018 |
| Schenck Investment Solutions Llc | Appleton | WI | 03/2018 | 12/2018 |
| Kerberrose Wealth Management, Llc | Shawano | WI | 01/2019 | Present |
EINSTEIN PROJECT NON-PROFIT ORGANIZATION INTRODUCING STUDENTS TO STEM ACTIVITIES Consultant 3 HOURS PER MONTH KERBERROSE S.C. ACCOUNTING & FINANCIAL SERVICES FIRM SINCE 01/01/2021 SHAREHOLDER 40HRS PER WEEK NOT INVESTMENT RELATED KRA REAL ESTATE REAL ESTATE HOLDING COMPANY MEMBER SINCE 01/01/2021 PASSIVE MEMBER NOT INVESTMENT REALTED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-05 |
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