KERBERROSE WEALTH MANAGEMENT, LLC

115 E. 5th Street
Shawano, Wisconsin 54166
Tel: 715.526.9400

About KERBERROSE WEALTH MANAGEMENT, LLC

KERBERROSE WEALTH MANAGEMENT, LLC, formally registered with the SEC as KERBERROSE WEALTH MANAGEMENT, LLC. The firm was established in 10/26/2020. They have over 6 offices throughout the country.

KERBERROSE WEALTH MANAGEMENT, LLC is a Shawano, Wisconsin based Financial Planning firm with nearly $909,761,204 assets under management, offering retirement planning & investment advisory services to 2911 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168787
SEC#	801-119492
Assets Managed by Firm	$909,761,204
No. of Clients	2911
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2911	$909,761,204
Individuals (other than high net worth individuals)	1228	$184,560,300
High net worth individuals	110	$310,977,257
Pension and profit sharing plans	152	$352,905,313
Charitable organizations	15	$4,716,797
Corporations or other businesses	20	$19,572,173

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ROBERT W. BAIRD & CO. INCORPORATED 777 E. Wisconsin Avenue Milwaukee, WI, 53202-5391	$287,514,955,453	331500	4069
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$281,345,911,200	25	260
ARTISAN PARTNERS LIMITED PARTNERSHIP 875 East Wisconsin Avenue, Suite 800 Milwaukee, WI, 53202	$151,331,807,781	259	503
TRUSTAGE INVESTMENT MANAGEMENT 5910 Mineral Point Rd Madison, WI, 53705	$35,460,961,000	350	64
MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$28,558,864,166	31	14

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