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Financial ADVSR advisor directory · SEC adviser records

Bkm Wealth Management financial advisors in Brookfield, WI

Every SEC-registered investment adviser representative at a Bkm Wealth Management office in Brookfield, A to Z.

The short answer

6 registered advisors work at Bkm Wealth Management in Brookfield, out of 6 at the firm nationwide; it ranks number 17 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Bkm Wealth Management advisors in Brookfield, A to Z

Every Bkm Wealth Management advisor →

Bkm Wealth Management advisors in every city and state →Bkm Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Brookfield

All Brookfield advisors →

Annex Wealth Management, LLC 84Ameriprise Financial Services, LLC 44LPL Financial LLC 41Strategic Advisers LLC 35Osaic Wealth, Inc. 26UBS Financial Services Inc. 21RBC Capital Markets, LLC 17Cetera Investment Advisers LLC 14Francis LLC 14Great Valley Advisor Group, LLC 14Charles Schwab & Co., Inc. 13Stifel, Nicolaus & Company, Incorporated 10

Questions

How many financial advisors does Bkm Wealth Management have in Brookfield?

6 investment adviser representatives are registered at Bkm Wealth Management offices in Brookfield, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Bkm Wealth Management one of the largest advisor employers in Brookfield?

Bkm Wealth Management ranks number 17 in Brookfield by registered advisors; Annex Wealth Management, LLC has the most, with 84.

How do I check a Bkm Wealth Management advisor in Brookfield?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Bkm Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.