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Advisor at KERBERROSE WEALTH MANAGEMENT, LLC
SHAWANO, WI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| KERBERROSE WEALTH MANAGEMENT, LLC | Independent wealth | Jan 1, 2026 | n/a | yes | SHAWANO, WI | Current employment |
| EMPOWER ADVISORY GROUP, LLC | Bd affiliated wealth | Jan 11, 2017 | Mar 12, 2019 | no | GREENWOOD VILLAGE, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | KERBERROSE WEALTH MANAGEMENT, LLC | Mar 12, 2019 | Jan 1, 2026 | 2,487 | Firm change after gap | Other |