KERBERROSE WEALTH MANAGEMENT, LLC
Tel: 715.526.9400 115 E. 5th Street Shawano, Wisconsin 54166
About KERBERROSE WEALTH MANAGEMENT, LLC
KERBERROSE WEALTH MANAGEMENT, LLC is a Shawano, Wisconsin based financial advisory firm with nearly $909,761,204 in assets under management and provides investment advisory services for 2911 clients. There are currently 12 financial advisors at the firm.
General Information
Firm CRD#:
168787
Firm SEC#:
801-119492
Assets Under Management:
$909,761,204
No. of Clients:
2911
No. of Advisors:
12
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Commission Based
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