Casey John Berrall
CIMA®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
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.
Other Aliases
Casey J. Berrall, Casey John Berrall, Casey Berrall
Similar Advisors
INDEPENDENT FINANCIAL PARTNERS
DRAKE & ASSOCIATES, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
INDEPENDENT FINANCIAL PARTNERS
DRAKE & ASSOCIATES, LLC
Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Similar Advisors
INDEPENDENT FINANCIAL PARTNERS
DRAKE & ASSOCIATES, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
INDEPENDENT FINANCIAL PARTNERS
DRAKE & ASSOCIATES, LLC
Credentials
Years of Experience
22 years in the financial services industry
Current & Past Employments
Similar Advisors
INDEPENDENT FINANCIAL PARTNERS
DRAKE & ASSOCIATES, LLC
Current Firm
BKM WEALTH MANAGEMENT | BKM WEALTH MANAGEMENT, LLC
Contact Information
Main Address
20300 Water Tower Boulevard, Suite 250, Brookfield, WI 53045Phone Number
(262) 955-7147# of Employees
9SEC notice filing (10 States and Territories)
Registered to provide investment advisory services in 10 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,921AUM (Assets Under Management)
$651,842,387Similar Advisors
INDEPENDENT FINANCIAL PARTNERS
DRAKE & ASSOCIATES, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
INDEPENDENT FINANCIAL PARTNERS
DRAKE & ASSOCIATES, LLC
Primary Firm SEC Registration
BKM WEALTH MANAGEMENT | BKM WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
INDEPENDENT FINANCIAL PARTNERS
DRAKE & ASSOCIATES, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Casey John Berrall's CRS (Customer Relationship Summary).
Similar Advisors
INDEPENDENT FINANCIAL PARTNERS
DRAKE & ASSOCIATES, LLC
