BKM Wealth Management
  • Home
  • Our Firm
    • About Us
    • Working With Us
  • Our Services
    • Summary of Our Services
    • Retirement Planning
    • Estate Planning
    • Business Retirement Plans
    • Divorce Financial Analysis and Advice
    • Tax Free Income
    • Advisory Services
  • Resources
    • Login to Your Account
    • Individual Retirement Accounts
    • 401k Rollovers
    • College Savings Plans
    • BKM Newsletters
    • Articles
    • Calculators
    • Tax Library
    • Videos
  • Request Information

About BKM Wealth Management

BKM Wealth Management is a locally owned, independent wealth management practice in Brookfield, WI.
BKM was founded by two family teams of experienced financial advisors with the shared mission to positively impact the lives of our clients.
Whether you’re in the early stages of building wealth or facing complex retirement or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
William J. Berrall

William J. Berrall

  • CFP
  • Partner
  • Financial Advisor
William J. Berrall

William J. Berrall

  • CFP
  • Partner
  • Financial Advisor
For over 40 years, Bill has specialized in serving families for multiple generations to simplify their investment planning needs for years to come. Bill helps families implement comprehensive retirement, income, and estate planning strategies and deploys his expertise of bonds and equities in order to achieve their unique long-term financial goals.

In 1972, Bill graduated from the University of Wisconsin-Madison. Upon graduation, he began working in marketing and public relations until 1978 when he left that field to pursue a career in the financial services industry with Dean Witter. Bill had a successful transition into the world of finance and went on to manage several branch offices for Morgan Stanley; he even became a CERTIFIED FINANCIAL PLANNER™ professional in 1984.

When away from the office, Bill and his wife Jeannie stay busy keeping up with their large family. Together they have 4 adult children and 11 grandchildren. On a typical weekend, you can find the family spending time together outdoors camping, canoeing, and hiking. Some of Bill’s favorite hobbies include riding his motorcycle, reading, writing, and traveling with his wife.

Contact

  • Send a Message
  • 262.955.7143
William J. Manders

William J. Manders

    • Partner
    • Financial Advisor
    William J. Manders

    William J. Manders

      • Partner
      • Financial Advisor
      For the past 35 years, William has focused on pursuing his passion for helping individuals, families, and business owners achieve their financial goals. To turn their dreams into a reality, William helps his clients by developing customized investment, financial, retirement, and estate planning strategies tailored to their unique financial circumstances.

      William graduated from the University of Wisconsin-Eau Claire with a degree in business. After graduation, he began his career in the financial services industry, where he went on to work for Dean Witter, Morgan Stanley, and, most recently, Wells Fargo Advisors. During his time with Wells Fargo Advisors, William was routinely recognized as a Premier Advisor, a distinction for a small number of the company’s top advisors. 

      William is an avid biker rider and sports enthusiast, both collegiate and professional. His favorite teams are the Green Bay Packers and the Wisconsin Badgers. He also enjoys hiking and spending time outdoors.

      * The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

      Contact

      • Send a Message
      • 262.955.7152
      Matthew M. Kons

      Matthew M. Kons

      • CFP
      • CDFA
      • Partner
      • Financial Advisor
      Matthew M. Kons

      Matthew M. Kons

      • CFP
      • CDFA
      • Partner
      • Financial Advisor
      Specializing in comprehensive investment planning, goal setting, retirement planning, and divorce guidance, Matthew has been helping clients realize their financial dreams and goals for over 18 years. Matthew prides himself on his ability to assist clients with optimal goal setting for their unique financial circumstances while implementing wealth management strategies to help turn those goals into a reality.

      Matthew graduated from the University of Wisconsin-Whitewater with a degree in Business. Upon graduation, he began working for GE Healthcare in 1999. After a few years, he left GE Healthcare in 2001 to pursue a career in the financial services industry with Morgan Stanley and then Wells Fargo Advisors in 2009.

      Outside the office, Matthew enjoys being active. He is routinely training for the Pewaukee Triathlon. Some of his favorite ways to stay active and train are cycling, working out, and hiking in Menomonee Park. Matthew also loves spending time with his wife and children. On weekends you can probably find him coaching his kids during their various sports and activities. Matthew is also a huge Green Bay Packers Fan.

      Contact

      • Send a Message
      • 262.955.7142
      Casey J. Berrall

      Casey J. Berrall

      • CIMA
      • Partner
      • Financial Advisor
      Casey J. Berrall

      Casey J. Berrall

      • CIMA
      • Partner
      • Financial Advisor
      For over 17 years, Casey has enjoyed guiding his clients and their families towards achieving their long-term financial goals and helping them form new ones as their goals become a reality. As a Financial Advisor, Casey specializes in helping his clients implement comprehensive strategies in the areas of retirement and income planning, portfolio construction, investment selection, wealth preservation, and corporate retirement plans to simplify their financial journey.

      Casey is a graduate of the University of Minnesota with degrees in both Economics and Spanish. After graduation, he began working for TCF Bank as Manager of Consumer Lending. In 2003, Casey returned home to the Milwaukee area, where he joined the family business as a Financial Advisor.

      Outside the office, you can usually find Casey with his wife, at one of their three daughters’ sporting events or dance recitals. Casey enjoys sports and being outdoors, some of his favorite hobbies include golfing, soccer, softball, and trap shooting. He and his wife also love to travel.

      Contact

      • Send a Message
      • 262.955.7141
      Steven JE Manders

      Steven JE Manders

      • CFP
      • Partner
      • Financial Advisor
      Steven JE Manders

      Steven JE Manders

      • CFP
      • Partner
      • Financial Advisor
      Since 2012, Steven has specialized in the research of market trends and analytical aspects of investment planning. Steven has earned a reputation for his innate ability to breakdown complex investment decisions into simplified and understandable components to help his clients effectively weigh all the variables and offer clear guidance and rationale for financial decisions.

      Steven has a diverse educational background contributing to his breadth of knowledge. He attended the University of Wisconsin-Madison, where he studied English and Physics. After graduation, Steven went on to study law at Marquette Law School, where he received his Juris Doctor degree. He then began working at Hartman Law Office as an Associate Attorney until 2012 and joined Wells Fargo to pursue a career in the financial services industry.

      Outside the office, you can find Steven anywhere from the hockey rink to hanging out with his dog. Some of his hobbies include playing guitar, reading, drawing, solving puzzles, learning new things, and trying new food.

      Contact

      • Send a Message
      • 262.955.7151
      Jaclyn S. Pappalardo

      Jaclyn S. Pappalardo

        • Registered Practice Administrator
        Jaclyn S. Pappalardo

        Jaclyn S. Pappalardo

          • Registered Practice Administrator
          In 1995, Jackie entered the financial services industry, working as an Intern for Bill Berrall. As the practice grew, she also began working with Bill Manders, and the three of them have been together for over 18 years. Today, Jackie serves as the Registered Practice Administrator for BKM Wealth Management. She specializes in account administration, providing operational support, and creating outstanding client service experiences for our clientele. Jackie currently holds Series 7 and Series 66 registrations. Outside the office, she enjoys spending time with her husband, Joe, and their two daughters, Gia and Lilly.

          Contact

          • Send a Message
          • 262.955.7140
          BKM Wealth Management
          • 20300 Water Tower Blvd
            Suite 250
            Brookfield, WI 53045
          • 262.955.7150
            Send a Message
          • Home
          • Our Firm
            • About Us
            • Working With Us
          • Our Services
            • Summary of Our Services
            • Retirement Planning
            • Estate Planning
            • Business Retirement Plans
            • Divorce Financial Analysis and Advice
            • Tax Free Income
            • Advisory Services
          • Resources
            • Login to Your Account
            • Individual Retirement Accounts
            • 401k Rollovers
            • College Savings Plans
            • BKM Newsletters
            • Articles
            • Calculators
            • Tax Library
            • Videos
          • Request Information

          This information is intended for use only by residents of (AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MI, MN, MO, NE, NM, NV, SD, TX, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

          For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.  

          Products and services listed may not be available, or may have restrictions, depending on client country of residence.

          Investment and Insurance Products:

          • Not Insured by the FDIC or any Federal Government Agency
          • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
          • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
          ©2020 Wells Fargo Clearing Services, LLC. All rights reserved.

          Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

          A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm.  Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

          • Site Map
          • Legal
          • Security
          • Privacy Policy

          FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

          FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX

          Important notice: You are leaving the Wells Fargo website

          PLEASE NOTE: By clicking on this link, you will leave the Wells Fargo Advisors Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Wells Fargo Advisors or its companies. The information and opinions found on this website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness. By linking to this Web site, Wells Fargo Advisors is not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Wells Fargo Advisors. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.