Konrad D. Zagzebski
KERBERROSE WEALTH MANAGEMENT
GREEN BAY, WI 54313
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CRD#: 6975037
Professional summary
Konrad Daniel Zagzebski, CFP®, who also goes by Konrad Daniel Zagzebski, is a registered financial advisor currently at KERBERROSE WEALTH MANAGEMENT, LLC located in Green Bay, Wisconsin and APW CAPITAL, INC. located in Green Bay, Wisconsin.
Konrad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Konrad has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Business Succession Planning
Retirement Income Management
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Konrad Daniel Zagzebski
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.
1. Bartek Capital LLC, yes, 3202 Ridgewood Dr. Wausau WI 54401, Member, 9/1/2022, 0 Hours Per Month/ 0 Hours during securities trading,. 2. KerberRose Wealth Management, yes, 487 Riverwood Lane Green Bay WI 54313, RIA, Wealth Advisor, 1/17/24, 152hrs, 6.5 hours, investment management. 3. Independent Insurance Agent for various Insurance Companies, yes, 487 Riverwood Lane Green Bay WI 54313, Insurance, Insurance Agent, 1/17/24, 4 hours per month, 0 hours during trading hours, insurance agent. 4. APW Inc. Broker Dealer Registered Representative Since 03/2024 Investment Related 5. D. Zagzebski Family Foundation, Inc. Director of a family foundation Since 09/2025 Not investment related
CRS (Client Relationship Summary) - RIA
Click below to view Konrad Daniel Zagzebski'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: 2021
Experience
Current
January 19, 2024 - Present
KERBERROSE WEALTH MANAGEMENT, LLC
Office #1: 487 Riverwood Lane, Green Bay, WI 54313RIA
CRD#: 168787
GREEN BAY, WI
Current
March 4, 2024 - Present
APW CAPITAL, INC.
Office #1: 487 Riverwood Ln, Green Bay, WI 54313BD
CRD#: 43814
Green Bay, WI
Past
November 3, 2021 - January 31, 2024
LPL FINANCIAL LLC
RIA
CRD#: 6413
GLENVIEW, IL
Past
October 15, 2019 - January 8, 2024
CAPITAL POINT FINANCIAL GROUP, LTD.
RIA
CRD#: 171867
GLENVIEW, IL
Past
November 12, 2018 - January 31, 2024
LPL FINANCIAL LLC
BD
CRD#: 6413
GLENVIEW, IL
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(3/4/2024)
IAR
Wisconsin(1/19/2024)
RR
Wisconsin(3/4/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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#: 168787Green Bay, WI 54313TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
