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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 |
MANDERS FAMILY LLC, INV RELATED, BROOKFIELD, WI, 100% OWNERSHIP, START 6/4/2007, 1 HOUR PER MONTH, ZERO DURING TRADING, HOLDS REAL ESTATE. CONDO RENTAL UNIT, INVT RELATED, BROOKFIELD, WI, 100% OWNERSHIP, START 7/1/2007, 1 HR PER MONTH, 0 HRS DURING TRADING, OWNER/MANAGER. BKM WEALTH MANAGEMENT LLC 401K FBO SELF & ASSOCIATES, INV RELATED, BROOKFIELD, WI, CO-TRUSTEE, START 12/18/2020, 1 HOUR PER MONTH, 0 HOURS DURING TRADING, FINET PRACTICE. CO-TRUSTEE FOR DECEASED PARENT'S TRUST; INV. RELATED; BROOKFIELD, WI; START DATE 5/6/2021; 1 HR PER MONTH; 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-18 |
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