KerberRose Wealth Management, LLC Employee Directory

Q: What is KerberRose Wealth Management, LLC known for?

KerberRose Wealth Management, LLC was founded in 2013. KerberRose Wealth Management, LLC operates in the Financial Services industry.

Financial ServicesUnited States11-50 Employees

KerberRose Wealth Management delivers trusted advice to guide families and business owners toward financial freedom. We are small enough to provide personal, hands-on counsel, yet large enough to serve each individual’s financial needs. By working closely with our valued clients, we are able to combine intelligent financial life advice with a unique tax-advantaged wealth planning process. Customized wealth management solutions help our clients identify what is important to them and then create a plan to achieve success.

KerberRose Wealth Management's group retirement plan division, KerberRose Retirement Plan Services, is focused on delivering superior retirement plan consulting services. KerberRose Retirement Plan Services assists plan sponsors in the areas of plan design, benchmarking, investment advice, fiduciary compliance and participant outcomes.

KerberRose Wealth Management, LLC is a Registered Investment Advisor. Certain representatives of KerberRose Wealth Management, LLC are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211. KerberRose Wealth Management, LLC is not owned or operated APW Capital, Inc. Financial Planning and Investment Advisory Services are offered through KerberRose Wealth Management, LLC. Check the background of this firm on FINRA's BrokerCheck.

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

KerberRose Wealth Management, LLC Global Highlights

North America
19

United States Of America
19

KerberRose Wealth Management, LLC's Leadership

T. P.
President
Mobile Phone
Email
M. R. A.
Director Of Retirement Plans
Mobile Phone
Email
D. W.
Shareholder & Director Of Wealth Management
Mobile Phone
Email
S. C.
Director Of Retirement Plans
Mobile Phone
Email
M. R.
Director Of Retirement Plans
Mobile Phone
Email
S. C.
Director Of Retirement Plans
Mobile Phone
Email
S. S.
Director Of Financial Planning
Mobile Phone
Email
E. H.
Administrative Manager
Mobile Phone
Email

Contact profiles from KerberRose Wealth Management, LLC

Name

Title

Contact Info

Location

Last Update

T. P.
President
Mobile Phone
Email
United StatesWisconsin
Oct 23, 2025
M. R. A.
Director Of Retirement Plans
Mobile Phone
Email
United StatesWisconsin
Nov 14, 2025
D. W.
Shareholder & Director Of Wealth Management
Mobile Phone
Email
United StatesWisconsin
Oct 27, 2025
S. C.
Director Of Retirement Plans
Mobile Phone
Email
United StatesMichigan
May 30, 2025
M. R.
Director Of Retirement Plans
Mobile Phone
Email
UNITED STATES
Oct 17, 2024
S. C.
Director Of Retirement Plans
Mobile Phone
Email
United StatesMichigan
Nov 20, 2024
S. S.
Director Of Financial Planning
Mobile Phone
Email
Oct 21, 2024
E. H.
Administrative Manager
Mobile Phone
Email
United StatesMichigan
Nov 15, 2025
K. Z. C.
Certified Financial Planner ™
Mobile Phone
Email
United StatesWisconsin
Nov 11, 2025
S. L.
Wealth Management Assistant
Mobile Phone
Email
United StatesWisconsin
Oct 19, 2025

Frequently Asked Questions

What is KerberRose Wealth Management, LLC known for?

KerberRose Wealth Management, LLC was founded in 2013 operates in the Financial Services industry. The company's main headquarters is located in 115 E. 5th Street, Shawano, Wisconsin 54166, US. Explore KerberRose Wealth Management, LLC's company overview page for more information.

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

KerberRose 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?

KerberRose Wealth Management, LLC has approximately 13 employees as of December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, KerberRose Wealth Management, LLC's key employees include:

President: T. P.
Director Of Retirement Plans: M. R. A.
Shareholder & Director Of Wealth Management: D. W.
Director Of Retirement Plans: S. C.
Director Of Retirement Plans: M. R.

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