Best Investors Account Sign in
Inactive

Jason Allen Richel

Kerberrose Wealth Management, LLC

Appleton, WI

Shawano, WI

CRD 7862003

Claim This Profile
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 2025-12-12
  • WI RA
    APPROVED
    Since 2025-12-12

Branch Locations

4211 N Lightning Dr. Suite A, Appleton, WI 54913 • United States

115 E. 5Th Street, Shawano, WI 54166 • 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
Kerberrose Wealth Management, Llc Appleton WI 05/2024 Present
United States Army Washington DC 05/2016 05/2022
Udent Green Bay WI 05/2022 05/2024
Other Businesses

West De Pere Wrestling Club Non Profit Board Member/Treasurer Since 01/2025 Not investment related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-12
  • S65 Uniform Investment Adviser Law Examination
    2025-12-12

View on SEC IAPD

More in Appleton, WI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor