Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam James Manders is a financial advisor with over 30 years of experience in the industry. William has been registered with the state of Wisconsin since 1984 and has held various roles at different firms, including Wells Fargo Advisors Financial Network, LLC and Morgan Stanley & Co. Incorporated. Currently, William is affiliated with BKM Wealth Management, a firm located in Brookfield, Wisconsin. William's expertise lies in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. William's primary focus is 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
09/26/1984 - 04/02/2007
MORGAN STANLEY DW INC. (WAUWATOSA WI)
IA
Issued 05/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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