Home
›
Firms
›
BKM WEALTH MANAGEMENT, LLC
BKM WEALTH MANAGEMENT, LLC
BKM WEALTH MANAGEMENT
BROOKFIELD, Wisconsin
·
4 registered advisors
·
CRD# 323928
SEC# 801-127026
0
262-955-7147
01
Firm Overview
AUM
$535M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BKM WEALTH MANAGEMENT, LLC
4 registered advisors
Casey John Berrall
BROOKFIELD, Wisconsin
CRD# 4725677
Matthew Michael Kons
BROOKFIELD, Wisconsin
CRD# 2844488
Steven Joseph Edward Manders
BROOKFIELD, Wisconsin
CRD# 6077589
William James Manders
BROOKFIELD, Wisconsin
CRD# 1300924
05
Office Locations
BROOKFIELD, Wisconsin
4 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. BKM WEALTH MANAGEMENT, LLC (CRD# 323928) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.