Daniel J Wotruba
Investment adviser representative at Kerberrose Wealth Management, LLC
18 yearsExperience
2 statesRegistered in
$1.2BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Kerberrose Wealth Management, LLCJan 2019 to now
- Schenck Investment Solutions LLCMar 2018 to Dec 2018
- Associated Trust CompanyApr 2008 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (MI, WI).
Kerberrose Wealth Management, LLC
$1.2BAssets managed
1,785Clients
16Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2378303
- Firm CRD
- 168787