Bkm Wealth Management
Bkm Wealth Management (CRD# 323928) is a financial advisory firm headquartered in Brookfield, WI. They manage $534,627,582 in 1,961 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management535MILLION
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Total Number of Accounts1,961ACCOUNTS
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Average Account Value$272,630
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, FL, IL, MN, TX, WA, WI
William Berrall (CRD# 853828) is an Investment Advisor Representative working at Bkm Wealth Management in Brookfield, WI and has over 43 years of experience in the finance industry.
Matthew Kons (CRD# 2844488) is an Investment Advisor Representative working at Bkm Wealth Management in Brookfield, WI and has over 22 years of experience in the finance industry.
Steven Manders (CRD# 6077589) is an Investment Advisor Representative working at Bkm Wealth Management in Brookfield, WI and has over 11 years of experience in the finance industry.
William Manders (CRD# 1300924) is an Investment Advisor Representative working at Bkm Wealth Management in Brookfield, WI and has over 39 years of experience in the finance industry.
Jaclyn Pappalardo (CRD# 2680937) is an Investment Advisor Representative working at Bkm Wealth Management in Brookfield, WI and has over 23 years of experience in the finance industry.