Tony Powers, AIF®,CFP®,CRPS® in

Tony Powers, AIF®,CFP®,CRPS®

Examiner · DISC type cs
President at KerberRose Wealth Management, LLC
📍 Shawano, Wisconsin, United States

Tony is the President of KerberRose Wealth Management, where he leads the Retirement Plan Services division. He is a Certified Financial Planner™ and an Accredited Investment Fiduciary® with expertise in group retirement plans, fiduciary guidance, and investment due diligence for various sectors.

Outside of work, Tony is a former college athlete, having played on the North Central College baseball team. He lives in the Fox Valley area with his wife and their three children, indicating a life centered around both his professional and family commitments.

His team has been repeatedly recognized on a national level, including being named to the Financial Times 401 Top Retirement Advisers and NAPAs Top DC Advisor Teams.

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Experience
24 Years
Current Role
President
Location
Shawano, Wisconsin, United States
Personality Overview

How Tony shows up

Unexpressive
Status Quo Seeker
Process Oriented

They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are always well-planned and adopt a systematic approach. Being observant comes to them naturally.

Priorities

Topics Tony cares about

Small Business Retirement
His focus is helping small businesses establish and maintain group retirement plans like 401(k)s and 403(b)s to ensure owners and employees can retire securely.
Fiduciary Guidance
As an Accredited Investment Fiduciary®, he specializes in providing guidance on plan benchmarking, vendor analysis, and investment due diligence for plan sponsors.
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Career

Work history

1-2016
President
KerberRose Wealth Management, LLC
10-2006 - 1-2016
CERTIFIED FINANCIAL PLANNER practitioner
Retirement Plan Advisors
2004 - 2006
Financial Consultant
AXA Advisors
2001 - 2004
Office Manager
AXA Advisors
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Bachelor’s Degree
North Central College
CRPS®
College of Financial Planning
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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