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Casey John Berrall
AdvisorCheck Check Mark

Casey J. Berrall

BKM WEALTH MANAGEMENT | Financial Advisor/Partner
Brookfield, WI 53045
CRD#: 4725677
Casey John Berrall
AdvisorCheck Check Mark

Professional summary

Casey John Berrall, CIMA®, who also goes by Casey J. Berrall, Casey John Berrall, Casey Berrall, is a registered financial advisor currently at BKM WEALTH MANAGEMENT located in Brookfield, Wisconsin.

Casey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Casey has worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Biography

BKM is a locally owned, independent, fee-only financial advisory firm. We provide our unbiased advice and consultation without commissions or products to sell. We would be honored to be a resource for you.
top-8-questions

Question & Answer

What are your service offerings?
Trust & estate planning
Trading individual securities
Institutional consulting
Financial planning
Retirement planning
What is your current number of clients?
Greater than 100
Are you a "fiduciary"?
Yes

Aliases

Casey J. Berrall | Casey John Berrall | Casey Berrall

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.
TRUSTEE FOR BKM WEALTH MANAGEMENT 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 Casey John Berrall'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®
CIMA®

Certified Investment Management Analyst

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

April 30, 2020 - March 6, 2023

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
BROOKFIELD, WI
Past

April 30, 2020 - March 6, 2023

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
BROOKFIELD, WI
Past

February 13, 2009 - April 30, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
WAUKESHA, WI
Past

February 13, 2009 - April 30, 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

December 8, 2003 - 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
RR
IAR
Series 66
Date: 12/22/2003
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 3/4/2004
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 12/5/2003
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

Financial Advisor/PartnerCRD#: 323928Brookfield, WI 53045

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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