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Ethan H

Series 65

Marquette, MI

Kerberrose Wealth Management, LLC

Ethan Hausmann is a financial advisor at KerberRose Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at KerberRose since 2020, following roles at Scott Ciullo Inc. and Aflac. Hausmann is also an author with publications on Amazon Kindle Direct Publishing. KerberRose Wealth Management is an independent firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs a multi-advisor approach, offering portfolio management and financial planning services using asset-allocation models informed by modern portfolio theory.

Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy Options & derivatives strategies Founder/Business Owner Retired
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Alexandria M

Series 65

Marquette, MI

Kerberrose Wealth Management, LLC

Alexandria Miller is a financial advisor at KerberRose Wealth Management, LLC with three years of industry experience. She holds a Series 65 credential and has been with KerberRose since 2021. Prior to her advisory career, she worked at Lake Superior Christian Church and spent several years as a stay-at-home parent. KerberRose Wealth Management serves individuals, trusts, retirement plans, and various entities with investment management, financial planning, tax and estate planning, and institutional retirement advisory services. The firm utilizes asset-allocation models based on modern portfolio theory and offers integrated services through affiliated accounting and retirement plan administration firms.

Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy Options & derivatives strategies Founder/Business Owner Retired
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Scott C

Series 63, Series 65

Marquette, MI

Kerberrose Wealth Management, LLC

Scott Ciullo is a financial advisor with KerberRose Wealth Management, LLC in Marquette, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at APW Capital, Inc. and LPL Financial, LLC, with a career spanning roles in investment advisory and fixed life and annuity sales. Outside of his advisory work, he is involved in fixed life and annuity sales through Scott Ciullo, Inc. KerberRose Wealth Management serves individuals, trusts, retirement plans, 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 integrates advisory services with affiliated accounting and retirement plan administration firms.

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