KerberRose Wealth Management - People Banner


At KerberRose Wealth Management LLC we have a team approach to creating your personalized financial plan. Our financial advisors are committed to assisting you in all aspects of your wealth management plan. As a team we are able to provide additional expertise in various areas to assist you with your financial planning needs related to business, tax, insurance, education, estate, debt management, investments, retirement, and income and asset preservation.

Jesse Nelson
Jesse Nelson
Director of Wealth Management
(920) 993-0105

Ramon Mateos
Ramon Mateos
Financial Consultant
(920) 993-0105 ext: 235

Contact Us

KerberRose Wealth Management LLC
115 E. 5th Street
Shawano, WI 54166

Phone 800-729-2065
Phone (Alt) 715-526-9400
Fax 715-524-2599

Download our firm ADV Brochure

KerberRose Wealth Management LLC is a registered investment advisory firm and the wealth management subsidiary of KerberRose Holdings LLC. Investment Advisory services offered through Investment Advisor Representatives of KerberRose Wealth Management LLC. We currently have individuals licensed to offer securities in the state of Wisconsin. This is not an offer to sell securities in any other state or jurisdiction.

KerberRose Wealth Management, LLC is a Registered Investment Advisor. Certain representatives of KerberRose Wealth Management, LLC are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211. KerberRose Wealth Management, LLC is not owned or operated APW Capital, Inc. Financial Planning and Investment Advisory Services are offered through KerberRose Wealth Management, LLC. Check the background of this firm on FINRA’s BrokerCheck.