Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Berrall is a financial advisor with over 40 years of experience in the industry. William is a Certified Financial Planner and has been with BKM Wealth Management since March 2023. Previously, William was with Wells Fargo Advisors Financial Network, LLC, where he worked for over three years. William holds the Series 65, Series 63, Series 8, and Series 7 licenses. William focuses on providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. William specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing plans.
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
05/01/2020 - 03/06/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BROOKFIELD WI)
WI
02/13/2009 - 05/01/2020
WELLS FARGO CLEARING SERVICES, LLC (WAUKESHA WI)
WI
04/02/2007 - 02/17/2009
MORGAN STANLEY & CO. INCORPORATED (WAUWATOSA WI)
WI
06/26/1978 - 04/02/2007
MORGAN STANLEY DW INC. (WAUWATOSA WI)
IA
Issued 05/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/1985
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1986
Series 5 - Interest Rate Options Examination
BC
Issued 06/17/1978
Series 7 - General Securities Representative Examination
Active
Inactive
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