AdvisorOS Directory
Claim Profile
KL

Kevin Lu

BKCM, LLC·CHEYENNE, Wyoming
Unclaimed Profile
1603 CAPITOL AVENUE, CHEYENNE, WY 82001CRD# 6077848Firm CRD# 305181
01

About

Kevin Lu is a registered financial advisor based in CHEYENNE, Wyoming, affiliated with BKCM, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
BKCM, LLC
BKCM, LLC
AUM
$131M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at BKCM, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6077848
Firm CRD# 305181
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHEYENNE?

Browse all registered financial advisors in CHEYENNE, Wyoming or claim this profile if it's yours.

Browse CHEYENNE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kevin Lu offer?
Kevin Lu specializes in Retirement Planning. Contact their office in CHEYENNE, Wyoming for a consultation.
What are Kevin Lu's credentials?
Kevin Lu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Lu located?
Kevin Lu is based in CHEYENNE, Wyoming, working with BKCM, LLC. Their office serves clients in the CHEYENNE metropolitan area and surrounding communities.
How does Kevin Lu charge for services?
Kevin Lu's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BKCM, LLC?
BKCM, LLC has approximately 7 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CHEYENNE
Jeffery Allen Fanning — LIBERTY PARTNERS CAPITAL MANAGEMENT, LLCGary Michael Deweese — LIBERTY PARTNERS CAPITAL MANAGEMENT, LLCLynette Dawn Ashby — BKCM, LLCTodd Patrick Bishop — KAISER WEALTH MANAGEMENTKenneth Wayne Billingsley — LIBERTY PARTNERS CAPITAL MANAGEMENT, LLC
Nearby cities in Wyoming
SHERIDAN (54)JACKSON (51)WILSON (26)LARAMIE (9)CASPER (7)
City Guides
SHERIDAN GuideJACKSON GuideWILSON GuideLARAMIE GuideCASPER Guide
Research
Advisor Fees in WyomingNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile