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
CFP®, Series 66
Experience Industry experience
4 years
Location
Shawano, WI 54166
Associated Investment Services, Inc.
Multi-team
Emily Schiltz is a CFP® professional with four years of industry experience. She is currently with Associated Investment Services, Inc. and has previously worked with firms including Nicolet Wealth Management and Private Client Services. Outside of financial advising, her background includes roles in media and hospitality. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm delivers a variety of model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management.
Based on Associated Investment Services, Inc.
Based on Associated Investment Services, Inc.
$0 - $175,000: 1.42% to 1.81% $175,001 - $250,000: 1.32% to 1.71% $250,001 - $350,000: 1.29% to 1.68% $350,001 - $500,000: 1.24% to 1.63% $500,001 - $750,000: 1.23% to 1.61% $750,001 - $1,000,000: 1.08% to 1.46% $1,000,001 - $1,500,000: 1.08% to 1.42% $1,500,001 - $2,000,000: 0.95% to 1.29% $2,000,001 - $5,000,000: 0.95% to 1.28% $5,000,001+: 0.63% to 0.93%
Received as a broker-dealer on separate brokerage/insurance accounts; commissions and sales charges apply
Account minimum: $5,000 Minimum fee: Firm fee component minimum annual fee ranges from $0 to $150; custody fee component minimum annual fee ranges from $0 to $100, varies by program
Shawano, WI
129 E. Division St.
Shawano WI 54166
Advisors at this office
1
Illinois · Iowa · Michigan · Minnesota · Missouri · Nebraska · Wisconsin
4 years of industry experience
Associated Investment Services, Inc.
2024 - Present • 2 years
Green Bay, WI
Nicolet Wealth Management
2022 - 2024 • 2 years
Green Bay, WI
Private Client Services
2022 - 2024 • 2 years
Green Bay, WI
Nicolet Wealth Management
2021 - 2022 • 1 year
Green Bay, WI
Scripps Media/NBC26
2020 - 2021 • 1 year
Green Bay, WI
The Nines
2019 - 2021 • 2 years
Green Bay, WI
Krueger International
2019 - 2019 • 1 year
Green Bay, WI
The Black Sheep Pub & Grill
2019 - 2021 • 2 years
Green Bay, WI
St. Norbert College Alumni House
2018 - 2020 • 2 years
De Pere, WI
Associated Bank Corp.
2018 - 2018 • 1 year
Green Bay, WI
St. Norbert College
2016 - 2020 • 4 years
DePere, WI
Krueger International
2016 - 2017 • 1 year
Green Bay, 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
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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