KerberRose Wealth Management, LLC Email Format

Financial ServicesWisconsin, United States11-50 Employees

KerberRose Wealth Management, LLC is a small financial services firm and a Registered Investment Advisor based in Shawano, Wisconsin. It combines financial planning with investment advisory services and uses a tax-advantaged wealth planning process to help clients address what matters to them. The firm emphasizes personal, hands-on counsel and aims to tailor guidance for families and business owners, helping them identify priorities and develop plans to reach their goals.

KerberRose Retirement Plan Services provides retirement plan consulting for plan sponsors, including plan design, benchmarking, investment advice, fiduciary compliance, and focus on participant outcomes. The firm is a Registered Investment Advisor, with some representatives offering securities through APW Capital, Inc.; KerberRose Wealth Management, LLC is not owned or operated by APW Capital.

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