Plover, WI Office

KerberRose Wealth Management LLC is an independent wealth management firm that provides portfolio management, financial planning, and institutional retirement plan advisory services to individuals, high‑net‑worth clients, trusts, corporations, and retirement plans, including government retirement systems and municipal plan sponsors. The firm manages roughly $1.16 billion in discretionary and non‑discretionary assets and serves a multi‑advisor team of clients across its practice.

The firm builds diversified portfolios using asset‑allocation models informed by modern portfolio theory and employs both discretionary and non‑discretionary management, third‑party manager selection, and ongoing monitoring with periodic client reporting. KerberRose also offers comprehensive financial planning (including Monte Carlo analysis and estate and tax planning), a subscription planning service, and a broad suite of plan‑level and participant‑level services for retirement committees, such as IPS development, investment monitoring, RFP support, and employee education.

KerberRose’s organizational structure includes several relationships that distinguish it from many peers: certain personnel are registered representatives of APW Capital, Inc. (a FINRA‑registered broker‑dealer) and are also licensed insurance agents, and the firm is affiliated with a CPA practice (KerberRose SC) and a plan administration affiliate (Retirement Plan Partners, LLC) that provide tax, accounting, and retirement plan services. The brochure discloses these layered affiliations and potential conflicts of interest — including occasional commission and custodian program considerations such as the American Funds Service Company platform — and describes policies the firm uses to manage those conflicts.