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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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Waukesha | WI | 05/2012 | 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 |
WI BAR LICENSE; NON INV RELATED; INACTIVE LAW LICENSE; STATE OF WI; 0 HRS/M0; 0 DURING TRADING. POWER OF ATTORNEY FOR GRANDMOTHER, INV. RELATED, BROOKFIELD, WI, START DATE: 05/06/2020, 1 HRS PER MONTH, 0 HRS DURING TRADING.; CO-TRUSTEE FOR GRANDPARENTS TRUST, INV RELATED, BROOKFIELD, WI, START: 5/06/2020, 2 HRS/MONTH, 0 HRS DURING TRADING. TRUSTEE FOR GREAT UNCLE'S TRUST; INV. RELATED; WAUKESHA, WI; START DATE: 12/ 2020; 2 HRS PER MONTH; 0 HRS DURING TRADING. BKM WEALTH MANAGEMENT LLC 401K FBO SELF & ASSOCIATES, INVT RELATED, BROOKFIELD, WI, TRUSTEE, START DATE 12/18/2020, 1 HR PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE. TOSA TURTLES, LLC, INVT RELATED, CHICAGO, IL, 40% OWNERSHIP, START DATE 3/10/2022, 0 HRS PER MONTH, 0 HRS DURING TRADING, PASSIVE OWNER. SNAILS CLAUS, LLC, INVT RELATED, MERTON, WI, 100% OWNERSHIP, START DATE 8/15/2024, 0 HRS PER MONTH, 0 HRS DURING TRADING, PASSIVE OWNER. Astro Spoon, LLC, INVT Related, MERTON , WI, 87% Ownership, Start Date 11/26/2024, 0 HRS Per Month, 0 HRS During Trading, Passive Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-11 |
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