Ethan
Hausmann
Kerberrose Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Ethan Hausmann is a financial advisor operating in Shawano, Wisconsin who has 2 years of relevant experience. Hausmann is on the advisory team at Kerberrose Wealth Management, LLC. Hausmann has gained experience at Kerberrose Wealth Management, Scott Ciullo Inc, Aflac, Gospel Opportunities Inc and Camp Hiawatha Bsa. Hausmann holds a Series 65 license, designating them as an investment advisor representative, and is able to work in Michigan. Kerberrose Wealth Management, LLC is a company operating out of Shawano, WI. The firm has offices in four locations and a total of nine people on staff. It controls $593 million in total assets among its 1,911 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm serves nine charities and foundations. Of its 1,911 customer accounts, just 3% are held by high-net-worth investors who have greater than $1 million in investable assets. The company performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely vary depending on the services. Fees charged by Kerberrose Wealth Management, LLC can consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Kerberrose Wealth Management, LLC Brokerage Details
$592,829,561
9
1,911
$310,220
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Ethan Hausmann Work History
Ethan has been registered as a financial advisor for 2 years.*
Kerberrose Wealth Management
Scott Ciullo Inc
Aflac
Gospel Opportunities Inc
Camp Hiawatha Bsa
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ethan Hausmann 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
Marquette, MI
Marquette, MI
Shawano, WI
Shawano, WI
Green Bay, WI
Appleton, WI
Shawano, WI
Shawano, WI
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
