Unclaimed Profile

Kevin Lu

BKCM, LLC·CHEYENNE, Wyoming

Clean recordBKCM, LLC

1603 CAPITOL AVENUE, CHEYENNE, WY 82001CRD# 6077848Firm CRD# 305181

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Lu · CHEYENNE, WY

Registration

CRD #6077848 · BKCM, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

BKCM, LLC

AUM

$131M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BKCM, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6077848

Firm CRD# 305181

View on FINRA BrokerCheck →

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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.

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