AP
CFP
AP
CFP

Anthony Powers

21 Years of Experience
Shawano, WI
BrokerSells Insurance

Anthony Powers is a CFP-designated registered investment advisor, based in Shawano, WI, with 21 years of industry experience.

Location

115 E. 5th Street, Shawano, WI, 54166

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Anthony is an independent insurance agent and president of KerberRose Wealth Management, a registered investment advisor, dedicating full-time hours to this role. He also has various other business activities including real estate holdings, involvement with a CPA firm, a pub, and a youth sports league.

Employment History
Current Registrations
Apw Capital, INC.Broker
January 2016 - Present · 10 yrs 3 mos
Kerberrose Wealth Management, LLC
January 2016 - Present · 10 yrs 3 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
February 2009 - February 2016 · 7 yrs
Cambridge Investment Research, INC.Broker
October 2006 - February 2016 · 9 yrs 4 mos
AXA Advisors, LLCBroker
August 2004 - October 2006 · 2 yrs 2 mos
State Registrations3 states
FLMIWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Anthony Powers - Financial Advisor | TrueAdvisor