LeadIQ logo
Learn more at LeadIQ.com
KerberRose Wealth Management, LLC logo

KerberRose Wealth Management, LLC Employee Directory

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.

Find KerberRose Wealth Management, LLC employees' phone numbers or email addresses

KerberRose Wealth Management, LLC Global Highlights

Location
Employees

North America
15

Minus sign iconPlus sign icon
  • United States Of America
    15

KerberRose Wealth Management, LLC's Leadership

  • Stylized image of a person
    S. S.
    Director Of Financial Planning
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. B.
    Financial Wellness Advocate
    Phone icon
    Mobile Phone

KerberRose Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from KerberRose Wealth Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. S.
    Director Of Financial Planning
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    S. B.
    Financial Wellness Advocate
    Phone icon
    Mobile Phone
    May 17, 2026

Frequently Asked Questions

What is KerberRose Wealth Management, LLC known for?

Minus sign iconPlus sign iconKerberRose Wealth Management, LLC was founded in 2013 operates in the Financial Services industry. Explore KerberRose Wealth Management, LLC's company overview page for more information.

What is KerberRose Wealth Management, LLC's most common email format?

Minus sign iconPlus sign iconKerberRose Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more KerberRose Wealth Management, LLC email formats with LeadIQ.

How many employees does KerberRose Wealth Management, LLC have currently?

Minus sign iconPlus sign iconKerberRose Wealth Management, LLC has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are KerberRose Wealth Management, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, KerberRose Wealth Management, LLC's key employees include:

  • Director Of Financial Planning: S. S.
  • Financial Wellness Advocate: S. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.