Scott R Schewe
Investment adviser representative at Kerberrose Wealth Management, LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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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
20 years in the industry.
- Kerberrose Wealth Management, LLCMar 2019 to now
- Apw Capital, Inc.Mar 2019 to Aug 2022
- Gwfs Equities Inc/great-west Life & Ann Ins CoFeb 2006 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
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
- 4424640
- Firm CRD
- 168787