Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
15 years
Location
Clintonville, WI 54929
Thrivent Investment Management
Institution
Cole Steinke is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Clintonville, WI. He has 14 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning covering topics such as retirement, tax, estate, business continuation, divorce, and special needs, offering clients the option to combine planning with managed-account programs under a consolidated billing structure.
Commissions and sales loads apply on recommended products such as mutual funds, insurance, and variable products; these fees are separate from Planning Fee.
Minimum fee: Planning Fees range from a minimum of $600 to a maximum of $10,000 unless otherwise accepted by Thrivent. Minimum fees may be higher in certain circumstances. Fee-only: Planning Fee negotiated based on scope, complexity, advisor experience; ranges from $600 to $10,000.
Clintonville, WI
148 S Main St
Clintonville WI 54929
Advisors at this office
2
Wisconsin
15 years of industry experience
THRIVENT FINANCIAL for Lutherans
2011 - Present • 15 years
Appleton, WI
Thrivent investment Management Inc
2011 - Present • 15 years
Clintonville, WI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Shawano, WI
Kerberrose Wealth Management, LLC
Shawn Bresnahan is a financial advisor at KerberRose Wealth Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Empower Advisory Group, LLC for 12 years. KerberRose Wealth Management serves individuals, trusts, retirement plans, corporations, and other entities with investment management, financial planning, tax and estate planning, and institutional retirement advisory services. The firm employs asset-allocation models based on modern portfolio theory and offers integrated services through affiliations with accounting and retirement plan administration firms.
Series 63, Series 65
Shawano, WI
Kerberrose Wealth Management, LLC
Taj Boelter is an advisor at Kerberrose Wealth Management, LLC in Shawano, WI, holding Series 63 and Series 65 credentials. Boelter has been with Kerberrose Wealth Management and Northwestern Mutual since 2025, with prior experience at FedEx Freight and other roles. Kerberrose Wealth Management LLC is an independent firm that provides portfolio management, financial planning, and institutional retirement plan advisory services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $1.16 billion in assets and employs diversified portfolios based on modern portfolio theory, offering both discretionary and non-discretionary management along with comprehensive financial and retirement plan services.
Series 65
Shawano, WI
Kerberrose Wealth Management, LLC
Jason Richel is a financial advisor at KerberRose Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and previously served six years in the United States Army. Richel also serves as Treasurer and board member of the West De Pere Wrestling Club, a nonprofit organization. KerberRose Wealth Management LLC is an independent wealth management firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $1.16 billion in assets, offering portfolio management, financial planning, and institutional retirement plan advisory services through a multi-advisor team.
CFP®, ChFC®, Series 66
Shawano, WI
Kerberrose Wealth Management, LLC
Karley Wardlow is a CFP® and ChFC® credentialed advisor at Kerberrose Wealth Management, LLC with seven years of industry experience. Before joining Kerberrose in 2026, she worked at Edward Jones for seven years and Gannett Co Inc for six years. Outside of financial advising, she has listed her home for short-term rental during events such as the NFL Draft. KerberRose Wealth Management LLC is an independent firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm offers portfolio management and financial planning services, using asset allocation models informed by modern portfolio theory and provides both discretionary and non-discretionary management.
Series 63, Series 65
Shawano, WI
Kerberrose Wealth Management, LLC
Julie Lefevre is a financial advisor with KerberRose Wealth Management, LLC in Shawano, WI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior work includes roles at Northwestern Mutual Wealth Management Company and CliftonLarsonAllen Wealth Advisors, among others. She is also involved as a Client Service Associate with APW Capital, Inc. KerberRose Wealth Management LLC is an independent firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs diversified asset-allocation strategies and offers comprehensive financial planning and retirement plan advisory services through a multi-advisor team managing approximately $1.16 billion in assets.
Series 66
Shawano, WI
Kerberrose Wealth Management, LLC
Justin Damon is a financial advisor with KerberRose Wealth Management, LLC and holds a Series 66 designation. He has two years of industry experience, including prior roles at Northland Securities, Inc. and LPL Financial. Outside of finance, he coaches hockey goalies through Mega Goaltending, a specialized training company. KerberRose Wealth Management is an independent firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs asset-allocation models based on modern portfolio theory and offers comprehensive financial planning alongside discretionary and non-discretionary portfolio management.
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