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Casey John Berrall

Bkm Wealth Management

Brookfield, WI

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Current Employers
Bkm Wealth Management

20300 Water Tower Boulevard, Suite 250, Brookfield, WI 53045 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2023-03-03
  • WI RA
    APPROVED
    Since 2023-03-03

Branch Locations

20300 Water Tower Boulevard, Suite 250, Brookfield, WI 53045 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Waukesha WI 05/2009 11/2016
Wells Fargo Clearing Services, Llc Waukesha WI 11/2016 04/2020
Wells Fargo Advisors Financial Network, Llc Brookfield WI 04/2020 03/2023
Bkm Wealth Management Brookfield WI 03/2023 Present
Previous Registrations
Other Businesses

TRUSTEE FOR BKM WEALTH MANAGEMENT 401K, INV RELATED, BROOKFIELD, WI, START: 12/18/2020, 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-12-22
  • S66 Uniform Combined State Law Examination
    2003-12-22
Other Names
  • Casey J. Berrall
  • Casey Berrall
  • Casey John Berrall

View on SEC IAPD

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