CR
CR

Connor Rosin

4 Years of Experience
Shawano, WI
BrokerSells Insurance

Connor Rosin is a registered investment advisor, based in Shawano, WI, with 4 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

Connor works as an Associate Wealth Advisor at KerberRose, dedicating full-time hours to wealth advising and financial planning. He also works as an Insurance Broker at Crump, spending about 10-20% of his time buying insurance on behalf of clients.

Employment History
Current Registrations
Apw Capital, INC.Broker
March 2023 - Present · 3 yrs 1 mo
Kerberrose Wealth Management, LLC
February 2023 - Present · 3 yrs 2 mos
Previous Registrations
Thrivent Investment Management INC.
April 2022 - January 2023 · 9 mos
Thrivent Investment Management INC.Broker
February 2021 - January 2023 · 1 yr 11 mos
State Registrations1 state
WI
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.