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Advisor at KERBERROSE WEALTH MANAGEMENT, LLC
PLOVER, 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 | Feb 6, 2026 | n/a | yes | PLOVER, WI | Current employment |
| KERBERROSE WEALTH MANAGEMENT, LLC | Independent wealth | Oct 4, 2023 | Dec 31, 2025 | no | PLOVER, WI|SHAWANO, WI | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jul 19, 2019 | Oct 5, 2023 | no | Wausau, WI|Stevens Point, WI | Previous registration |
| THRIVENT INVESTMENT MANAGEMENT INC. | Bd affiliated wealth | Jul 30, 2008 | Dec 22, 2017 | no | MADISON, WI|MARSHFIELD, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | KERBERROSE WEALTH MANAGEMENT, LLC | Oct 5, 2023 | Oct 4, 2023 | -1 | Firm change | Ibd to RIA |
| THRIVENT INVESTMENT MANAGEMENT INC. | AMERIPRISE FINANCIAL SERVICES, LLC | Dec 22, 2017 | Jul 19, 2019 | 574 | Firm change after gap | Other |