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Advisor at KERBERROSE WEALTH MANAGEMENT, LLC
SHAWANO, WI | APPLETON, 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 | Aug 27, 2026 | n/a | yes | SHAWANO, WI|APPLETON, WI | Current employment |
| NORTHLAND ASSET MANAGEMENT | Independent wealth | Apr 9, 2025 | Aug 27, 2026 | no | MINNEAPOLIS, MN | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Dec 5, 2024 | Apr 24, 2025 | no | MAPLE GROVE, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NORTHLAND ASSET MANAGEMENT | KERBERROSE WEALTH MANAGEMENT, LLC | Aug 27, 2026 | Aug 27, 2026 | 0 | Firm change | RIA to RIA |
| LPL FINANCIAL LLC | NORTHLAND ASSET MANAGEMENT | Apr 24, 2025 | Apr 9, 2025 | -15 | Firm change | Ibd to RIA |