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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Manders is a financial advisor with BKM Wealth Management, located in Brookfield, WI. Steven has over 10 years of experience in the financial services industry. He specializes in providing financial planning and investment management services to individuals, families, and businesses. Steven is a Certified Financial Planner (CFP®) and holds the Series 66, Series 7, Series 9 and Series 10 licenses. He is a Registered Representative and Investment Advisor Representative with BKM Wealth Management. Previously, Steven was employed with Wells Fargo Advisors Financial Network, LLC. and Wells Fargo Clearing Services, LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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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
08/23/2012 - 04/30/2020
WELLS FARGO CLEARING SERVICES, LLC (WAUKESHA WI)
BOTH
Issued 09/11/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/27/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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