BKM WEALTH MANAGEMENT, LLC

BKM WEALTH MANAGEMENT
BROOKFIELD, Wisconsin·4 registered advisors·CRD# 323928
SEC# 801-1270260262-955-7147
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 PlanningInvestment ManagementWealth Management
04

Advisors at BKM WEALTH MANAGEMENT, LLC

4 registered advisors
Casey John Berrall
BROOKFIELD, Wisconsin
Matthew Michael Kons
BROOKFIELD, Wisconsin
Steven Joseph Edward Manders
BROOKFIELD, Wisconsin
William James Manders
BROOKFIELD, Wisconsin
05

Office Locations

BROOKFIELD, Wisconsin
4 advisors

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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.