Konrad
Zagzebski

Kerberrose Wealth Management, LLC

CRD#6975037
Investment Advisor
in Green Bay, WI

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About this Advisor

Konrad Zagzebski is a financial advisor based in Green Bay, Wisconsin, working with Kerberrose Wealth Management, LLC. Konrad has previously held positions at Vs Networks LLC, University Of Wisconsin - Madison, Lpl Financial, LLC, Capital Point Financial Group, LTD, Kerberrose Wealth Management, LLC, and Apw Inc. Konrad has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Konrad is part of Kerberrose Wealth Management, LLC, which operates out of Green Bay, 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 66, CERTIFIED FINANCIAL PLANNER™

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

487 Riverwood Lane
Green Bay, WI 54313

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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

Konrad Zagzebski Work History

2024 - Present (0 year)

Kerberrose Wealth Management, LLC

2024 - Present (0 year)

Apw Inc

2024 - Present (0 year)

Apw Inc

2019 - Present (5 years)

Capital Point Financial Group, LTD

2018 - Present (6 years)

Lpl Financial, LLC

2015 - 2019 (4 years)

Vs Networks LLC

2010 - 2015 (5 years)

University Of Wisconsin - Madison

Disclosures

Please visit the SEC profile of Konrad Zagzebski 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

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