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TB

Taj J. Boelter

KERBERROSE WEALTH MANAGEMENT
SEYMOUR, WI
Some features on this profile are disabled
CRD#: 8063850
TB
Taj Johnathan BoelterKERBERROSE WEALTH MANAGEMENT

Professional summary

Taj Johnathan Boelter is a registered financial advisor currently at KERBERROSE WEALTH MANAGEMENT, LLC located in Seymour, Wisconsin.

Taj is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Taj has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taj Johnathan Boelter's CRS (Customer Relationship Summary).
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®
None

Experience

Current

June 12, 2026 - Present

KERBERROSE WEALTH MANAGEMENT, LLC

RIA
CRD#: 168787
SEYMOUR, WI
Past

October 16, 2025 - March 20, 2026

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
APPLETON, WI

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
(6/12/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/12/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/13/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 10/15/2025
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/1/2025
Securities Industry Essentials Examination

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)
Loading...

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
13

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KERBERROSE WEALTH MANAGEMENT PART 2A (3/2/2026)

Regulatory assets under management

Total Number of Accounts3,345
AUM (Assets Under Management)$ 1,155,164,256

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

KERBERROSE WEALTH MANAGEMENT, LLC

CRD#: 168787Seymour, WI

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