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Casey John Berrall

BKM Wealth Management

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About Casey John Berrall

Casey Berrall is a financial advisor with over 15 years of experience in the financial services industry. Casey has held previous roles at Wells Fargo Advisors Financial Network, LLC, Wells Fargo Clearing Services, LLC, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Casey is currently registered with BKM Wealth Management.

Firm Information

Casey Berrall is currently registered with BKM Wealth Management. BKM Wealth Management is an investment advisor headquartered in Brookfield, Wisconsin. The firm, which manages over $582 million in assets, provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. BKM Wealth Management serves a variety of clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm also offers wrap fee programs.
BKM Wealth Management

20300 WATER TOWER BOULEVARD, SUITE 250

BROOKFIELD, WI 53045

$582.02M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Casey Berrall’s Registration & Firm History

WI

03/03/2023 - Present

BKM Wealth Management (BROOKFIELD WI)

WI

04/30/2020 - 03/06/2023

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BROOKFIELD WI)

WI

02/13/2009 - 04/30/2020

WELLS FARGO CLEARING SERVICES, LLC (WAUKESHA WI)

WI

04/02/2007 - 02/17/2009

MORGAN STANLEY & CO. INCORPORATED (WAUWATOSA WI)

WI

12/08/2003 - 04/02/2007

MORGAN STANLEY DW INC. (WAUWATOSA WI)

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Licenses & Designations

BOTH

Issued 12/22/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 12/05/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Casey John Berrall.
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