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WM

William J. Manders

BKM WEALTH MANAGEMENT
Brookfield, WI 53045
Some features on this profile are disabled
CRD#: 1300924
WM

Professional summary

William James Manders, who also goes by William Manders, is a registered financial advisor currently at BKM WEALTH MANAGEMENT located in Brookfield, Wisconsin.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. William has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

William Manders

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William James Manders's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 3, 2023 - Present

BKM WEALTH MANAGEMENT

Office #1: 20300 Water Tower Boulevard, Suite 250, Brookfield, WI 53045
RIA
CRD#: 323928
Brookfield, WI
Past

May 1, 2020 - March 6, 2023

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
BROOKFIELD, WI
Past

May 1, 2020 - March 6, 2023

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
BROOKFIELD, WI
Past

February 13, 2009 - May 1, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
WAUKESHA, WI
Past

February 13, 2009 - May 1, 2020

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
WAUKESHA, WI
Past

April 2, 2007 - February 17, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
WAUWATOSA, WI
Past

April 2, 2007 - February 17, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
WAUWATOSA, WI
Past

June 8, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
WAUWATOSA, WI
Past

September 26, 1984 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
WAUWATOSA, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BKM WEALTH MANAGEMENT
BKM WEALTH MANAGEMENT | BKM WEALTH MANAGEMENT, LLC

CRD#: 323928 / SEC#: 801-127026

RIA
Registered Investment Advisory firm - (12/9/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Wisconsin
(3/3/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/26/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/18/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/15/1984
General Securities Representative Examination

Current Firm

BW
BKM WEALTH MANAGEMENT
BKM WEALTH MANAGEMENT | BKM WEALTH MANAGEMENT, LLC

CRD#: 323928 / SEC#: 801-127026

RIA
Registered Investment Advisory firm - (12/9/2022 Approved)
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Contact information

Main Address
20300 Water Tower Boulevard, Suite 250, Brookfield, WI 53045
Mailing Address
Phone number
(262) 955-7147
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BKM ADV PART 2A (5/9/2025)
BKM ADV PART 2A- APPENDIX 1 (1/30/2025)

Regulatory assets under management

Total Number of Accounts1,934
AUM (Assets Under Management)$ 582,015,571

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BKM WEALTH MANAGEMENT

CRD#: 323928Brookfield, WI 53045

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Contact information

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