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Advisor at KERBERROSE WEALTH MANAGEMENT, LLC
Green Bay, WI | 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 | Nov 24, 2025 | n/a | yes | Green Bay, WI|SHAWANO, WI | Current employment |
| SCHENCK INVESTMENT SOLUTIONS LLC | Former SEC adviser | May 14, 2018 | Jan 8, 2019 | no | Green Bay, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SCHENCK INVESTMENT SOLUTIONS LLC | KERBERROSE WEALTH MANAGEMENT, LLC | Jan 8, 2019 | Nov 24, 2025 | 2,512 | Firm change after gap | RIA to RIA |