Scott R. Schewe
KERBERROSE WEALTH MANAGEMENT
Shawano, WI 54166
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CRD#: 4424640
Professional summary
Scott R Schewe, CFP®, CPWA®, who also goes by Scott Ronald Schewe, is a registered financial advisor currently at KERBERROSE WEALTH MANAGEMENT, LLC located in Shawano, Wisconsin.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Scott has worked at 3 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Scott Ronald Schewe
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
MONSTER BUCKS LLC, PARTNER. LLC FORMED FOR FAMILY ESTATE PLANNING PURPOSES. THERE IS NO REVENUE GENERATED FROM THIS LLC. AUGUST 2014. REGISTERED REPRESENTATIVE OF APW CAPITAL, INC., A FINRA AND SEC REGISTERED BROKER DEALER AND MEMBER SIPIC. MR. SCHEWE RECEIVES ADDITIONAL COMPENSATION FROM THIS BUSINESS ACTIVITY. EMERGENT ADVISOR'S NETWORK PRESIDENT SINCE 10/2019 YOUNG PROFESSIONALS GROUP FOR THE FINANCIAL PLANNING PROFESSION RECRUIT, RUN MEETINGS, LINE UP SPEAKERS NOT INVESTMENT RELATED. APPLETON EDUCATION FOUNDATION BOARD MEMBER SINCE 01/2022 NON-PROFIT THAT OVERSEES GRANT FUNDING REQUESTS FOR EDUCATIONS COSTS THAT ARE NOT PART OF THE DISTRICTS REGULAR SUPPOST NOT INVESTMENT RELATED RIVERVIEW LUTHERAN SCHOOL BOARD PRIVATE GRADE SCHOOL BOARD MEMBER SINCE 12/2022 NOT INVESTMENT RELATED INSURANCE LICENSED LIFE AND HEALTH SINCE 04/2003
CRS (Client Relationship Summary) - RIA
Click below to view Scott R Schewe's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2016
CPWA®
Start date: 2020-09-18
Expire date: 2024-08-31
Experience
Current
March 12, 2019 - Present
KERBERROSE WEALTH MANAGEMENT, LLC
Office #1: 115 E. 5th Street, Shawano, WI 54166RIA
CRD#: 168787
Shawano, WI
Past
January 11, 2017 - March 12, 2019
EMPOWER ADVISORY GROUP, LLC
RIA
CRD#: 112058
GREENWOOD VILLAGE, CO
Past
March 30, 2006 - March 12, 2019
EMPOWER FINANCIAL SERVICES, INC.
BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KW
KERBERROSE WEALTH MANAGEMENT, LLC
KERBERROSE WEALTH MANAGEMENT, LLC
CRD#: 168787 / SEC#: 801-119492
RIA
Registered Investment Advisory firm - (10/26/2020 Approved)Florida
Registered Investment Advisory firm - (10/26/2020 Terminated)Michigan
Registered Investment Advisory firm - (10/27/2020 Terminated)Wisconsin
Registered Investment Advisory firm - (10/26/2020 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Wisconsin(3/12/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
KW
KERBERROSE WEALTH MANAGEMENT, LLC
KERBERROSE WEALTH MANAGEMENT, LLC
CRD#: 168787 / SEC#: 801-119492
RIA
Registered Investment Advisory firm - (10/26/2020 Approved)Florida
Registered Investment Advisory firm - (10/26/2020 Terminated)Michigan
Registered Investment Advisory firm - (10/27/2020 Terminated)Wisconsin
Registered Investment Advisory firm - (10/26/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
115 E. 5th Street, Shawano, WI 54166
Mailing Address
Phone number
(715) 526-9400
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,911 |
| AUM (Assets Under Management) | $ 909,761,204 |
Red Flags
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Company Information
KERBERROSE WEALTH MANAGEMENT, LLC
CRD#: 168787Shawano, WI 54166TRUST BUT VERIFY
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