# KerberRose Wealth Management, LLC
Source: https://planprovider.pro/provider/kerberrose-wealth-management-llc

> Built within the KerberRose CPA organization, KerberRose Wealth Management, LLC focuses on retirement plan consulting alongside financial planning and portfo…

Retirement Plan Advisor

Shawano, WI

## About KerberRose Wealth Management, LLC

<p>Built within the KerberRose CPA organization, KerberRose Wealth Management, LLC focuses on retirement plan consulting alongside financial planning and portfolio management. Founded in 2020, the firm is a fee-based registered investment adviser headquartered in Shawano in northeastern Wisconsin, with a location in Marquette that supports clients across Wisconsin and Michigan’s Upper Peninsula.</p>

<p>For employer plans, the team works as <a href="/plan-advisors">plan advisors</a> and provides 401(k) consulting services that include investment due diligence, provider benchmarking, and fiduciary compliance support. These deliverables have been recognized by the Centre for Fiduciary Excellence, LLC (CEFEX) as best practice programs.</p>

<p>KerberRose Wealth Management advisors hold CPA, CFP, and CFA designations. The firm has also received recognition from Financial Times and NAPA as a top retirement plan advisor. A key differentiator is its connection to a CPA firm, which helps align plan consulting with broader tax and accounting considerations.</p>

<ul>
<li>Founded: 2020</li>
<li>Headquarters: Shawano, Wisconsin</li>
<li>Additional location: Marquette, Michigan</li>
<li>Services: financial planning, portfolio management, 401(k) consulting</li>
<li>Retirement plan deliverables: investment due diligence, provider benchmarking, fiduciary compliance support</li>
</ul>

Website: [https://www.kerberrose401k.com/](https://www.kerberrose401k.com/)

Founded: 2020

## Office Locations

- Shawano, WI (Headquarters)

- Marquette, MI

## Team Members

- **Daniel Wotruba Shareholder**, Advisor

- **Konrad Zagzebski**, Wealth Advisor

- **Ethan Hausmann**, Operations Associate

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