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Anthony J Powers

KERBERROSE WEALTH MANAGEMENT, LLC·SHAWANO, Wisconsin
SIE, Series 7, Series 24, Series 66CFPClean record17 years registeredKERBERROSE WEALTH MANAGEMENT, LLC
115 E. 5TH STREET, SHAWANO, WI 54166CRD# 4828523Firm CRD# 168787

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anthony J Powers · SHAWANO, WI
Registration
CRD #4828523 · KERBERROSE WEALTH MANAGEMENT, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

KERBERROSE WEALTH MANAGEMENT, LLC
Jan 2016 – present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Feb 2009 – Feb 2016
SHAWANO, WI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · February 3, 2009
Years registered · 17
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KERBERROSE WEALTH MANAGEMENT, LLC
CRD 168787 · SEC 801-119492
AUM
$752M
Regulatory assets under management
Employees
12
2,351 client accounts
Services offered by KERBERROSE WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at KERBERROSE WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Anthony J Powers offer?
Anthony J Powers specializes in Financial Planning, Investment Management. Contact their office in SHAWANO, Wisconsin for a consultation.
What are Anthony J Powers's credentials?
Anthony J Powers holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Anthony J Powers located?
Anthony J Powers is based in SHAWANO, Wisconsin, working with KERBERROSE WEALTH MANAGEMENT, LLC. Their office serves clients in the SHAWANO metropolitan area and surrounding communities.
How does Anthony J Powers charge for services?
Anthony J Powers's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KERBERROSE WEALTH MANAGEMENT, LLC?
KERBERROSE WEALTH MANAGEMENT, LLC has approximately 12 employees and manages $752M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wisconsin
MILWAUKEE (252)MADISON (129)GREEN BAY (65)WAUKESHA (56)APPLETON (53)BROOKFIELD (51)MEQUON (32)MIDDLETON (25)NEENAH (23)WAUSAU (21)
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