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Michael Pruett Rudolf

Investment adviser representative at Kerberrose Wealth Management, LLC
11 yearsExperience
1 stateRegistered 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

11 years in the industry.

  1. Apw Capital, IncNov 2019 to now
  2. Kerberrose Wealth Management, LLCNov 2019 to now
  3. LPL Financial LLCFeb 2018 to Oct 2019
  4. Sii InvestmentsAug 2016 to Jan 2018
  5. McconeAug 2015 to Oct 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2001
  • Series 63 · Uniform Securities Agent State Law2001

State registrations

Registered as an investment adviser representative in 1 state (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
4370058
Firm CRD
168787
Advisor's SEC record (opens in a new tab)
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