Anthony J Powers
Investment adviser representative at Kerberrose Wealth Management, LLC
10 yearsExperience
3 statesRegistered 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
10 years in the industry.
- Comprehensive Asset Management Serving Inc.Jan 2016 to now
- Kerberrose Wealth Management, LLCJan 2016 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 3 states (FL, 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
- 4828523
- Firm CRD
- 168787