Meet Jesse Nelson

Jesse Nelson, Director of KerberRose Wealth Management, has over a decade of experience in the financial services industry. He understands that each individual, family, and institution has their own unique aspiration and definition of financial security. Jesse provides goals based financial planning and retirement income planning for his clients. His approach is to build long-term relationships with his clients and their families by listening to their individual goals and objectives and customizing a financial plan around their specific needs. Jesse has an established reputation among a wide variety of industries and professions who look to him for his independent and objective approach to wealth management.

Jesse has a Bachelor Degree in History and International Studies from University of Wisconsin – Stevens Point. A Master of Business Administration in Finance from University of Wisconsin – Oshkosh. Jesse holds a CFP® (Certified Financial Planner Professional) designation and a certificate in Applied Behavioral Finance from Cannon Financial Institute.

Jesse is a family and outdoorsman. He enjoys spending time with his wife and three daughters and getting outdoors where he enjoys hiking, hunting, fishing, and golfing.

 

Check the background of this investment professional on FINRA’s BrokerCheck

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


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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.