KerberRose Wealth Management Email Formats
Financial Services • 
Shawano, Wisconsin, United States • 11-20 Employees
KerberRose Wealth Management Email Formats
KerberRose Wealth Management uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@kerberrose.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@kerberrose.com | 100% |
Key Contacts at KerberRose Wealth Management
Scott Schewe
Shareholder & Director Of Financial Planning
Michael Rudolf
Director Of Retirement Plans
Daniel Wotruba
Shareholder & Director Of Wealth Management
Scott Ciullo
Director Of Retirement Plans
Angie Gonzalez
Director Of Retirement Plan Operations
Company overview
| Headquarters | 115 E. 5th Street, Shawano, Wisconsin 54166, US |
| Phone number | +1801119492 |
| Websites | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Investment Advice, Wealth Management, Plan Design, Retirement Planning, Benchmarking, Retirement Plan Consulting, Fiduciary Compliance, Participant Outcomes |
| Founded | 2013 |
| Employees | 11-20 |
| Socials |
About KerberRose Wealth Management
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.
Employees by Management Level
Total employees: 11-20
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Employees by Department
KerberRose Wealth Management has 7 employees across 2 departments.
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Funding Data
KerberRose Wealth Management has never raised funding before.
KerberRose Wealth Management Tech Stack
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Frequently asked questions
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