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Alexander Michael Stecker

Advisor at Kerberrose Wealth Management, LLC — Plover, WI

Updated today

Credentials

Series 66

Experience

16 years

Location

Plover, WI 54467

Kerberrose Wealth Management, LLC logo

Kerberrose Wealth Management, LLC

Team

Total advisors

16

Across 5 offices

Clients per advisor

97 High

Avg AUM per client

$382,011 Very Low

HNW client ratio

9% Very Low

About

Alexander Stecker is a financial advisor at KerberRose Wealth Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc, Thrivent Financial for Lutherans, and Gross Motors of Neillsville Inc. Outside of his advisory role, he is also involved in insurance brokerage through Crump and serves as a registered representative with APW, Inc. KerberRose Wealth Management serves individuals, trusts, retirement plans, and various business entities, offering investment management, financial planning, and tax and estate planning services. The firm employs asset-allocation models based on modern portfolio theory and integrates advisory services with related accounting, insurance, and retirement plan administration affiliates.

Client services

Based on Kerberrose Wealth Management, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Kerberrose Wealth Management, LLC

Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy Options & derivatives strategies

Occupation focus

Based on Kerberrose Wealth Management, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Typically range from $1,000 to $5,000, mutually agreed upon

Percentage

$0 - $250,000: 1.25% $250,001 - $500,000: 1.15% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% Greater than $10,000,000+: Negotiated

Commissions

Advisory professionals may receive commissions for sale of securities and insurance products; commission-based compensation is possible through affiliated broker-dealer APW Capital, Inc.

Project-based

$250 to $500 per hour

Subscriptions

Financial planning subscription service at $300 per month

Other

Fee-only: Hourly fees of $250 to $500 per hour; fixed fees typically range from $1,000 to $5,000; subscription fee of $300 per month

Location

See office

Plover, WI

2040 Jay Mar Rd., Suite #1

Plover WI 54467

Advisors at this office

1

Most active in

Wisconsin

Work history

16 years of industry experience

APW Inc

2023 - Present • 3 years

Rockaway, NJ

Crump

2023 - Present • 3 years

Harrisburg, PA

KerberRose Wealth Management, LLC

2023 - Present • 3 years

Shawano, WI

APW Inc

2023 - 2023 • 1 year

Rockaway, NJ

Ameriprise Financial Services, Inc

2019 - 2023 • 4 years

Wausau, WI

Gross Motors of Neillsville Inc

2017 - 2019 • 2 years

Spencer, WI

Thrivent Financial for Lutherans

2008 - 2017 • 9 years

Appleton, WI

Thrivent Investment Management Inc

2008 - 2017 • 9 years

Marshfield, WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Patrick M

Series 63, Series 65

Plover, WI

Elite Wealth Management, Inc.

Patrick Marcell is a financial advisor at Elite Wealth Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Brookstone Capital Management and Glišczynski & Associates. He is the owner of Elite Retirement Med, LLC, which provides access to medical services through Anovia, though he is not compensated for this activity. Elite Wealth Management serves individual and high-net-worth clients, retirement plans, charitable organizations, foundations, and small businesses. The firm employs a variety of model portfolio strategies guided by fundamental, technical, and cyclical analysis, and offers services including wrap-fee asset management, financial planning, and retirement plan education and management.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Matthew D

Series 66

Plover, WI

Elite Wealth Management, Inc.

Matthew Daniels is a financial advisor at Elite Wealth Management, Inc. in Plover, WI, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Elite Retirement Group, Inc. and Principal Securities Inc., as well as eight years with Miron Construction. Elite Wealth Management serves individuals, retirement plans, foundations, and small businesses by providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis, offering a variety of model portfolios and structured-note selections while acting as an ERISA fiduciary for plan clients.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Austin S

Series 65

Stevens Point, WI

Benchmark Capital Group Ltd.

Austin Swisher is a financial advisor at Benchmark Capital Group Ltd. with a Series 65 designation and one year of industry experience. Prior to joining Benchmark Capital Group, he worked at Imperial Industries and served in the United States Marine Corps. He also has a background in education from the University of Wisconsin-Stevens Point. Benchmark Capital Group Ltd. provides portfolio management, financial planning, and employer retirement-plan consulting for individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $174 million, utilizing a variety of investment methods including fundamental and technical analysis to accommodate both long- and short-term strategies.

General retirement planning Income planning General tax planning Active portfolio management Founder/Business Owner
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Michael M

Series 65

Plover, WI

Elite Wealth Management, Inc.

Michael Marcell is a financial advisor with Elite Wealth Management, Inc. in Plover, WI, holding a Series 65 designation and 10 years of industry experience. His prior roles include positions at Elite Retirement Group, Brookstone Capital Management, and MWM Financial Planning Services, LLC. He is also involved in insurance sales. Elite Wealth Management serves individuals, including high-net-worth clients, retirement plans, foundations, and small businesses by providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and cyclical analysis, offering a variety of model portfolios and structured-note selections alongside tax-sensitive strategies.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Victor K

Series 65

Plover, WI

Elite Wealth Management, Inc.

Victor Kizewski is a Series 65-licensed financial advisor with six years of industry experience. He has worked at Elite Wealth Management, Inc. since 2025 and previously held roles at Elite Retirement Group, Brookstone Capital Management, and North Dakota State University. In addition to his advisory work, he is a licensed life and health insurance agent, recommending life insurance and annuities to clients as appropriate. Elite Wealth Management serves individual and high-net-worth clients, retirement plans, charitable organizations, foundations, and small businesses. The firm uses a range of model portfolio strategies based on fundamental, technical, and cyclical analysis, providing written Investment Policy Statements, ongoing monitoring, and additional options including structured notes and coordinated custodial onboarding.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kyler E

Series 65

Stevens Point, WI

Evexia Wealth, LLC

Kyler Ernst is a financial advisor with Evexia Wealth, LLC, holding a Series 65 credential and beginning his advisory career in 2025. Prior to joining Evexia Wealth, he worked at Dairyland Power Cooperative and Evexia Accounting, and has been involved with St. Michael's Lutheran Church as an organist. Evexia Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm employs a long-term, fundamental analysis approach, building customized portfolios and offering specialized model portfolios that may include ETFs with digital-asset exposure or option-related strategies.

Private / alternative investments Options & derivatives strategies
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