Matthew M. Kons

BKM WEALTH MANAGEMENT

Brookfield, WI 53045

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CRD#: 2844488

Professional summary

Matthew Michael Kons, CFP®, who also goes by Matthew Kons, is a registered financial advisor currently at BKM WEALTH MANAGEMENT located in Brookfield, Wisconsin.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Matthew has worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Kons

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.

HIC SUNT DRACONES LLC, INV RELATED, MENOMONEE FALLS, WI, 100% OWNERSHIP WITH SPOUSE, START 10/10/2019, 10 HOURS PER MONTH, 1 HOUR DURING TRADING, HOLDS RENTAL PROPERTY. RENTAL PROPERTY, INV RELATED, MENOMONEE FALLS, WI, 100% OWNERSHIP, START 2/1/2019, 10 HOURS PER MONTH, ZERO HOURS DURING TRADING, LANDLORD.; CO-TRUSTEE FOR BKM WEALTH MANAGEMENT LLC 401K, INV RELATED, BROOKFIELD, WI, START: 12/18/2020, 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Michael Kons'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®

CFP^®

Certified Financial Planner

Start date: 2005

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

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

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

CRD#: 8209

WAUWATOSA, WI

Past

October 2, 2003 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

WAUWATOSA, WI

Past

September 6, 2001 - April 2, 2007

MORGAN STANLEY DW INC.

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".

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/27/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 10/5/2001

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/5/2001

General Securities Representative Examination

Current Firm

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

SEC notice filing (8 States and Territories)

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 Accounts	1,934
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.

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Advisor Monitoring

Firm Stability Insights

Matthew M. Kons

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Michael Kons's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

BKM WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 9/27/2001

SIE

Date: 10/1/2018

Series 31

Date: 10/5/2001

Series 7

Date: 9/5/2001

Current Firm

BKM WEALTH MANAGEMENT

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BKM WEALTH MANAGEMENT

TRUST BUT VERIFY

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