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20300 Water Tower Boulevard, Suite 250, Brookfield, WI 53045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-03-03 |
Branch Locations
20300 Water Tower Boulevard, Suite 250, Brookfield, WI 53045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Waukesha | WI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Waukesha | WI | 11/2016 | 05/2020 |
| Wells Fargo Advisors Financial Network, Llc | Brookfield | WI | 05/2020 | 03/2023 |
| Bkm Wealth Management | Brookfield | WI | 03/2023 | Present |
HIC SUNT DRACONES LLC, INV RELATED, MENOMONEE FALLS, WI, 100% OWNERSHIP WITH SPOUSE, START 10/10/2019, 10 HOURS PER MONTH, 1 HOUR DURING TRADING, HOLDS RENTAL PROPERTY. RENTAL PROPERTY, INV RELATED, MENOMONEE FALLS, WI, 100% OWNERSHIP, START 2/1/2019, 10 HOURS PER MONTH, ZERO HOURS DURING TRADING, LANDLORD.; CO-TRUSTEE FOR BKM WEALTH MANAGEMENT LLC 401K, INV RELATED, BROOKFIELD, WI, START: 12/18/2020, 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-27 |
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