Scott Ciullo
Director
Marquette
Scott Ciullo, KerberRose is a Certified Public Accounting Firm dedicated to serving our clients with unmatched expertise and customer service. Our firm features locations across Wisconsin and the Upper Peninsula.​
Contact Information
Director of Retirement Plans
205 S Front St, Marquette, Michigan 49855
(906) 315-0991
scott.ciullo@kerberrose.com
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Detailed Information

Profile

Scott has more than 30 years of experience in the financial services industry assisting plan sponsors as well as their employees to find the best retirement solutions, while reducing the plan sponsor’s fiduciary liability. Scott consults on Plan Design and Fiduciary Services and provides Financial Wellness solutions to employees. Scott is an accredited Investment Fiduciary Analyst (AIFA) and is also a Certified Fund Specialist (CFS). With these designations, Scott brings an added level of fund review to his clients’ portfolios and can offer diverse investment vehicles tailored to each individual’s unique goals.

Notable Industry Involvement

  • 2022 PLANADVISER Adviser of the Year Award Finalist
  • 2019, 2020, 2021 NAPA Top DC Advisor Teams
  • 2018, 2017, 2016 PLANADVISER Top 100 Retirement Plan Advisors
  • Financial Times 2016 & 2015 Top 401 Retirement Advisors
  • Retirement Plan Advisor Group (RPAG) member Licenses including FINRA Series 7, 63, and 65 securities licenses; and health, life, and variable annuities licenses