Meet Tony Powers

Tony Powers, President of KerberRose Wealth Management, has over a decade of experience in the financial services industry. He specializes in helping private and public sector employers set-up and manage their employee retirement plans. Tony also provides investment management services for individuals, non-profits and corporations.

Tony has a Bachelor degree in Finance and Economics from North Central College. Tony holds several designations including AIF® (Accredited Investment Fiduciary), CFP® (Certified Financial Planner Professional) and CRPS® (Chartered Retirement Plan Specialist). Tony has several licenses including FINRA Series 7, 24, and 66 securities licenses; and health, life, and variable annuities licenses. He is member of the Retirement Plan Advisory Group (RPAG).

Tony and his wife Michelle live in the Shawano area with their four daughters. Tony is actively involved in the local community working with many local charities, organizations and supporting his daughters many activities. Tony enjoys golfing, hunting and spending time with friends and family.

 

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


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.