Best Investors Account Sign in
Inactive

Jason Allen Richel

Kerberrose Wealth Management, LLC

Appleton, WI

Shawano, WI

Claim This Profile
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

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor