Steven J. Manders

BKM WEALTH MANAGEMENT

Brookfield, WI 53045

Some features on this profile are disabled

CRD#: 6077589

Professional summary

Steven Joseph Edward Manders, CFP®, who also goes by Steven Je Manders, Steven Josephedward Manders, Steven Manders, is a registered financial advisor currently at BKM WEALTH MANAGEMENT located in Brookfield, Wisconsin.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Steven has worked at 3 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Steven Je Manders | Steven Josephedward Manders | Steven 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.

WI BAR LICENSE; NON INV RELATED; INACTIVE LAW LICENSE; STATE OF WI; 0 HRS/M0; 0 DURING TRADING. POWER OF ATTORNEY FOR GRANDMOTHER, INV. RELATED, BROOKFIELD, WI, START DATE: 05/06/2020, 1 HRS PER MONTH, 0 HRS DURING TRADING.; CO-TRUSTEE FOR GRANDPARENTS TRUST, INV RELATED, BROOKFIELD, WI, START: 5/06/2020, 2 HRS/MONTH, 0 HRS DURING TRADING. TRUSTEE FOR GREAT UNCLE'S TRUST; INV. RELATED; WAUKESHA, WI; START DATE: 12/ 2020; 2 HRS PER MONTH; 0 HRS DURING TRADING. BKM WEALTH MANAGEMENT LLC 401K FBO SELF & ASSOCIATES, INVT RELATED, BROOKFIELD, WI, TRUSTEE, START DATE 12/18/2020, 1 HR PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE. TOSA TURTLES, LLC, INVT RELATED, CHICAGO, IL, 40% OWNERSHIP, START DATE 3/10/2022, 0 HRS PER MONTH, 0 HRS DURING TRADING, PASSIVE OWNER. SNAILS CLAUS, LLC, INVT RELATED, MERTON, WI, 100% OWNERSHIP, START DATE 8/15/2024, 0 HRS PER MONTH, 0 HRS DURING TRADING, PASSIVE OWNER. Astro Spoon, LLC, INVT Related, MERTON , WI, 87% Ownership, Start Date 11/26/2024, 0 HRS Per Month, 0 HRS During Trading, Passive Owner

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Joseph Edward 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®

CFP^®

Certified Financial Planner

Start date: 2015

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

CRD#: 11025

BROOKFIELD, WI

Past

September 12, 2012 - April 30, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

WAUKESHA, WI

Past

August 23, 2012 - April 30, 2020

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

WAUKESHA, 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: 9/11/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/22/2012

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 8/13/2020

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 12/27/2019

General Securities Sales Supervisor - Options Module 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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Shelly Wohler

INDEPENDENT FINANCIAL PARTNERS

IAR

Brookfield, WI

Carson Biber

DRAKE & ASSOCIATES, LLC

IAR

WAUKESHA, WI

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Steven J. Manders

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Joseph Edward Manders'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

Primary Firm SEC Registration

BKM WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 9/11/2012

SIE

Date: 10/1/2018

Series 7

Date: 8/22/2012

Series 10

Date: 8/13/2020

Series 9

Date: 12/27/2019

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

Similar Advisors