Alexander Stecker
Alexander Stecker is a registered investment advisor at Kerberrose Wealth Management, LLC, based in Plover, WI, with 16 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,785 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiable for amounts greater than $10,000,000. Tax planning and preparation services are included for clients with $1,000,000 or more in assets.
Fee Estimator
Location
2040 Jay Mar Rd., Suite #1, Plover, WI, 54467
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alexander works as a Wealth Advisor for KerberRose Wealth Management LLC, dedicating full-time hours to assisting clients with financial goals. He also works as an Insurance Broker for Crump, spending a few hours per week on fixed annuity and life insurance sales.
Employment History
Current Registrations
Kerberrose Wealth Management, LLC
Apw Capital, INC.
Apw Capital, INC.Broker
Previous Registrations
Kerberrose Wealth Management, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations1 state
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