Alexandria
Miller

Kerberrose Wealth Management, LLC

CRD#7351388
Investment Advisor
in Shawano, WI

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About this Advisor

Alexandria Miller is a financial advisor based in Shawano, Wisconsin, working with Kerberrose Wealth Management, LLC. Alexandria has previously held positions at Kerberrose Wealth Management, LLC, Stay At Home Parent, and Lake Superior Christian Church. Alexandria has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Alexandria is part of Kerberrose Wealth Management, LLC, which operates out of Shawano, Wisconsin. The firm has 5 offices and 12 employees. The firm manages assets totaling $752.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Kerberrose Wealth Management, LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

115 E. 5Th Street
Shawano, WI 54166

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Kerberrose Wealth Management, LLC Brokerage Details

Total Assets Under Management

$752,342,472

WI Average: $2,826,565,184
Total Number of Employees

12

WI Average: 43
Total Number of Accounts

2,351

WI Average: 1,898
Average Account Size

$320,010

WI Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Alexandria Miller Work History

2022 - Present (2 years)

Kerberrose Wealth Management, LLC

2021 - 2022 (1 year)

Kerberrose Wealth Management, LLC

2018 - 2019 (1 year)

Lake Superior Christian Church

2013 - 2021 (8 years)

Stay At Home Parent

Disclosures

Please visit the SEC profile of Alexandria Miller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kerberrose Wealth Management, LLC

Elle Hietpas
Shawano, WI
Alexandria Miller
Shawano, WI
Scott Ciullo
Marquette, MI
Konrad Zagzebski
Green Bay, WI
Connor Rosin
Shawano, WI
Ethan Hausmann
Shawano, WI
Daniel Wotruba
Green Bay, WI
Alexander Stecker
Shawano, WI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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