Active
KERBERROSE WEALTH MANAGEMENT, LLC
Investment Advice|SHAWANO, WI
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$909.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 680.9M |
| Non-Discretionary | 228.9M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 168787 |
| SEC Number | 801-119492 |
| Street Address | 115 E. 5TH STREET |
| Location | SHAWANO, WI 54166 |
| Country | United States |
| Phone | 715.526.9400 |
| Total Employees | 12 |
| Business Types | registered_representative, insurance_broker, accountant |
Client Count by Type (1,545 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 1,228 |
| Pension/Profit Sharing Pl… | 152 |
| High Net Worth Individual… | 110 |
| State/Municipal Govt Enti… | 20 |
| Corporations/Businesses | 20 |
| Charitable Organizations | 15 |
Community Partners
CITY OF CLINTONVILLE
CITY OF SHAWANO
COUNTY OF SHAWANO
TOWN OF ALMON
TOWN OF ANGELICA
TOWN OF ANIWA
TOWN OF BARTELME
TOWN OF BELLE PLAINE
TOWN OF BIRNAMWOOD
TOWN OF FAIRBANKS
TOWN OF HARTLAND
TOWN OF HUTCHINS
TOWN OF LARRABEE
TOWN OF LESSOR
TOWN OF MORRIS
TOWN OF NAVARINO
TOWN OF PELLA
TOWN OF RED SPRINGS
TOWN OF RICHMOND
TOWN OF WAUKECHON
CITY OF CLINTONVILLE
CITY OF SHAWANO
COUNTY OF SHAWANO
TOWN OF ALMON
TOWN OF ANGELICA
TOWN OF ANIWA
TOWN OF BARTELME
TOWN OF BELLE PLAINE
TOWN OF BIRNAMWOOD
TOWN OF FAIRBANKS
TOWN OF HARTLAND
TOWN OF HUTCHINS
TOWN OF LARRABEE
TOWN OF LESSOR
TOWN OF MORRIS
TOWN OF NAVARINO
TOWN OF PELLA
TOWN OF RED SPRINGS
TOWN OF RICHMOND
TOWN OF WAUKECHON
CITY OF CLINTONVILLE
CITY OF SHAWANO
COUNTY OF SHAWANO
TOWN OF ALMON
TOWN OF ANGELICA
TOWN OF ANIWA
TOWN OF BARTELME
TOWN OF BELLE PLAINE
TOWN OF BIRNAMWOOD
TOWN OF FAIRBANKS
TOWN OF HARTLAND
TOWN OF HUTCHINS
TOWN OF LARRABEE
TOWN OF LESSOR
TOWN OF MORRIS
TOWN OF NAVARINO
TOWN OF PELLA
TOWN OF RED SPRINGS
TOWN OF RICHMOND
TOWN OF WAUKECHON
Municipal Government
29 Active
29
Organizations
BADGER POWER MARKETING AUTHORITY
CAROLINE SANITARY DISTRICT
CLOVERLEAF LAKES SANITARY DISTRICT 1
GREEN VALLEY SANITARY DISTRICT 1
KRAKOW SANITARY DISTRICT
LOON LAKE WESCOTT MANAGEMENT DISTRICT 1
LULU LAKE PROTECTION AND REHABILITATION DISTRICT
RICHMOND SANITARY DISTRICT 1 (SHAWANO COUNTY)
SHAWANO CITY HOUSING AUTHORITY
SHAWANO COUNTY DRAINAGE BOARD
SHAWANO COUNTY HOUSING AUTHORITY
SHAWANO LAKE SANITARY DISTRICT 1
TILLEDA POND REHABILITATION DISTRICT
UPPER AND LOWER RED LAKES MANAGEMENT DISTRICT
WASHINGTON LAKE MANAGEMENT DISTRICT
WHITE CLAY LAKE PROTECTION AND REHABILITATION DISTRICT
WITTENBERG VILLAGE HOUSING AUTHORITY
BADGER POWER MARKETING AUTHORITY
CAROLINE SANITARY DISTRICT
CLOVERLEAF LAKES SANITARY DISTRICT 1
GREEN VALLEY SANITARY DISTRICT 1
KRAKOW SANITARY DISTRICT
LOON LAKE WESCOTT MANAGEMENT DISTRICT 1
LULU LAKE PROTECTION AND REHABILITATION DISTRICT
RICHMOND SANITARY DISTRICT 1 (SHAWANO COUNTY)
SHAWANO CITY HOUSING AUTHORITY
SHAWANO COUNTY DRAINAGE BOARD
SHAWANO COUNTY HOUSING AUTHORITY
SHAWANO LAKE SANITARY DISTRICT 1
TILLEDA POND REHABILITATION DISTRICT
UPPER AND LOWER RED LAKES MANAGEMENT DISTRICT
WASHINGTON LAKE MANAGEMENT DISTRICT
WHITE CLAY LAKE PROTECTION AND REHABILITATION DISTRICT
WITTENBERG VILLAGE HOUSING AUTHORITY
BADGER POWER MARKETING AUTHORITY
CAROLINE SANITARY DISTRICT
CLOVERLEAF LAKES SANITARY DISTRICT 1
GREEN VALLEY SANITARY DISTRICT 1
KRAKOW SANITARY DISTRICT
LOON LAKE WESCOTT MANAGEMENT DISTRICT 1
LULU LAKE PROTECTION AND REHABILITATION DISTRICT
RICHMOND SANITARY DISTRICT 1 (SHAWANO COUNTY)
SHAWANO CITY HOUSING AUTHORITY
SHAWANO COUNTY DRAINAGE BOARD
SHAWANO COUNTY HOUSING AUTHORITY
SHAWANO LAKE SANITARY DISTRICT 1
TILLEDA POND REHABILITATION DISTRICT
UPPER AND LOWER RED LAKES MANAGEMENT DISTRICT
WASHINGTON LAKE MANAGEMENT DISTRICT
WHITE CLAY LAKE PROTECTION AND REHABILITATION DISTRICT
WITTENBERG VILLAGE HOUSING AUTHORITY
Special District
17 Active
17
Organizations
BONDUEL SCHOOL DISTRICT
BOWLER JOINT SCHOOL DISTRICT 1
GRESHAM SCHOOL DISTRICT
SHAWANO SCHOOL DISTRICT
TIGERTON SCHOOL DISTRICT
WITTENBERG-BIRNAWOOD SCHOOL DISTRICT
BONDUEL SCHOOL DISTRICT
BOWLER JOINT SCHOOL DISTRICT 1
GRESHAM SCHOOL DISTRICT
SHAWANO SCHOOL DISTRICT
TIGERTON SCHOOL DISTRICT
WITTENBERG-BIRNAWOOD SCHOOL DISTRICT
BONDUEL SCHOOL DISTRICT
BOWLER JOINT SCHOOL DISTRICT 1
GRESHAM SCHOOL DISTRICT
SHAWANO SCHOOL DISTRICT
TIGERTON SCHOOL DISTRICT
WITTENBERG-BIRNAWOOD SCHOOL DISTRICT
School District
6 Active
6
Organizations
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
ALLEN MATTSON WHEELCHAIR RAMP FOUNDATION INC
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
AMVETS
ANGELS OF THE BATTLEFIELD CHARITABLE TR
ARBOR VIEW GARDENS INC
BACKPACK BLESSINGS OF BONDUEL INC
BAY LAKE I M T A
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
ALLEN MATTSON WHEELCHAIR RAMP FOUNDATION INC
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
AMVETS
ANGELS OF THE BATTLEFIELD CHARITABLE TR
ARBOR VIEW GARDENS INC
BACKPACK BLESSINGS OF BONDUEL INC
BAY LAKE I M T A
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
ALLEN MATTSON WHEELCHAIR RAMP FOUNDATION INC
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
AMVETS
ANGELS OF THE BATTLEFIELD CHARITABLE TR
ARBOR VIEW GARDENS INC
BACKPACK BLESSINGS OF BONDUEL INC
BAY LAKE I M T A
Nonprofit Organization
287 Active
287
Organizations
Community Partners102 organizations
CITY OF CLINTONVILLE
Municipal Government·CLINTONVILLE
COUNTY OF SHAWANO
Municipal Government·SHAWANO
TOWN OF ALMON
Municipal Government·BOWLER
TOWN OF ANGELICA
Municipal Government·KRAKOW
TOWN OF ANIWA
Municipal Government·BIRNAMWOOD
TOWN OF BARTELME
Municipal Government·BOWLER
TOWN OF BELLE PLAINE
Municipal Government·CLINTONVILLE
TOWN OF BIRNAMWOOD
Municipal Government·BIRNAMWOOD
TOWN OF FAIRBANKS
Municipal Government·TIGERTON
TOWN OF HARTLAND
Municipal Government·BONDUEL
TOWN OF HUTCHINS
Municipal Government·BIRNAMWOOD
TOWN OF LARRABEE
Municipal Government·CLINTONVILLE
TOWN OF LESSOR
Municipal Government·BONDUEL
TOWN OF MORRIS
Municipal Government·WITTENBERG
TOWN OF PELLA
Municipal Government·CLINTONVILLE
TOWN OF RED SPRINGS
Municipal Government·GRESHAM
TOWN OF RICHMOND
Municipal Government·SHAWANO
TOWN OF WAUKECHON
Municipal Government·SHAWANO
TOWN OF WITTENBERG
Municipal Government·WITTENBERG
VILLAGE OF ANIWA
Municipal Government·ANIWA
VILLAGE OF BOWLER
Municipal Government·BOWLER
VILLAGE OF CECIL
Municipal Government·CECIL
VILLAGE OF ELAND
Municipal Government·ELAND
VILLAGE OF GRESHAM
Municipal Government·GRESHAM
VILLAGE OF MATTOON
Municipal Government·MATTOON
BADGER POWER MARKETING AUTHORITY
Special District·SHAWANO
CAROLINE SANITARY DISTRICT
Special District·CAROLINE
CLOVERLEAF LAKES SANITARY DISTRICT 1
Special District·EMBARRASS
GREEN VALLEY SANITARY DISTRICT 1
Special District·GREEN VALLEY
KRAKOW SANITARY DISTRICT
Special District·KRAKOW
LOON LAKE WESCOTT MANAGEMENT DISTRICT 1
Special District·SHAWANO
LULU LAKE PROTECTION AND REHABILITATION DISTRICT
Special District·SHAWANO
RICHMOND SANITARY DISTRICT 1 (SHAWANO COUNTY)
Special District·SHAWANO
SHAWANO CITY HOUSING AUTHORITY
Special District·SHAWANO
SHAWANO COUNTY HOUSING AUTHORITY
Special District·SHAWANO
SHAWANO LAKE SANITARY DISTRICT 1
Special District·SHAWANO
TILLEDA POND REHABILITATION DISTRICT
Special District·TILLEDA
UPPER AND LOWER RED LAKES MANAGEMENT DISTRICT
Special District·GRESHAM
WASHINGTON LAKE MANAGEMENT DISTRICT
Special District·SHAWANO
WHITE CLAY LAKE PROTECTION AND REHABILITATION DISTRICT
Special District·CECIL
WITTENBERG VILLAGE HOUSING AUTHORITY
Special District·WITTENBERG
GRESHAM SCHOOL DISTRICT
School District·GRESHAM
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bonduel
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Shawano
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Shawano
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Shawano
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Shawano
ALLEN MATTSON WHEELCHAIR RAMP FOUNDATION INC
Nonprofit Organization·SHAWANO
AMERICAN LEGION
Nonprofit Organization·Bowler
AMERICAN LEGION
Nonprofit Organization·Shawano
AMERICAN LEGION
Nonprofit Organization·Gresham
AMERICAN LEGION
Nonprofit Organization·Bonduel
AMERICAN LEGION
Nonprofit Organization·CAROLINE
AMERICAN LEGION
Nonprofit Organization·Clintonville
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Bonduel
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Clintonville
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Bonduel
AMVETS
Nonprofit Organization·Shawano
ANGELS OF THE BATTLEFIELD CHARITABLE TR
Nonprofit Organization·Bonduel
ARBOR VIEW GARDENS INC
Nonprofit Organization·CLINTONVILLE
BACKPACK BLESSINGS OF BONDUEL INC
Nonprofit Organization·Bonduel
BAY LAKE I M T A
Nonprofit Organization·Shawano
BEAR CREEK KRAUT RUN
Nonprofit Organization·CLINTONVILLE
BELLE PLAINE SPORTSMANS CLUB LLC
Nonprofit Organization·Clintonville
BEREAN BIBLE FELLOWSHIP INC
Nonprofit Organization·Shawano
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
Nonprofit Organization·Shawano
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
Nonprofit Organization·SHAWANO
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
Nonprofit Organization·SHAWANO
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
Nonprofit Organization·Shawano
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
Nonprofit Organization·SHAWANO
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
Nonprofit Organization·SHAWANO
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
Nonprofit Organization·SHAWANO
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
Nonprofit Organization·SHAWANO
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
Nonprofit Organization·SHAWANO
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
Nonprofit Organization·SHAWANO
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
Nonprofit Organization·Shawano
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
Nonprofit Organization·SHAWANO
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
Nonprofit Organization·Shawano
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
Nonprofit Organization·SHAWANO
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
Nonprofit Organization·SHAWANO
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
Nonprofit Organization·SHAWANO
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
Nonprofit Organization·SHAWANO
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
Nonprofit Organization·SHAWANO
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
Nonprofit Organization·SHAWANO
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
Nonprofit Organization·Shawano
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
Nonprofit Organization·Shawano
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
Nonprofit Organization·SHAWANO
BONDUEL ATHLETICS INC
Nonprofit Organization·Bonduel
BONDUEL BAT & BALL CLUB INC
Nonprofit Organization·Shawano
BONDUEL CEDAR PARK DOG PARK INC
Nonprofit Organization·Bonduel
BONDUEL COMMUNITY ARCHIVES INC
Nonprofit Organization·Bonduel
BONDUEL COMMUNITY FOOD PANTRY INC
Nonprofit Organization·Bonduel