Kerberrose Wealth Management
40yrs
Top advisor by experience in Shawano
7yrs
Sandra Carroll
Financial advisor at Edward Jones
Sandra Carroll has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Shawano, Wisconsin. After a year at LPL Financial and five years at Thrivent Investment Management, Sandra joined Edward Jones in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.
One of 27 advisors with offices in Shawano, and one of 24 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office414 S Main Street, Shawano, WI 54166
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- May 2025 – nowEdward JonesCurrent firm
- May 2024 – Jun 2025LPL Financial LLCPreviously
- 2019 – 2024Thrivent Investment Management Inc.Previously
Questions to ask Sandra
Tailored to Sandra’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Sandra
How do I contact Sandra?
Call Edward Jones at 314-515-2000 and ask for Sandra Carroll. Sandra works from the Shawano, WI office.
How long has Sandra been a financial advisor?
Sandra has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Sandra hold?
Series 66. Tap any license on this page to see what it allows.
Is Sandra a fiduciary?
Sandra is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sandra paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Sandra for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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