BKM Wealth Management

Jaclyn Pappalardo is a financial advisor at BKM Wealth Management with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors and related Wells Fargo entities for over a decade. Outside of her advisory role, she serves as a trustee for the Michael and Bonnie Schroeder Irrevocable Trust. BKM Wealth Management is a team of five advisors managing approximately $651.8 million across about 590 client relationships. The firm serves individuals, high-net-worth clients, retirement plans, trusts, estates, family entities, and businesses, offering wealth management services that include financial planning, portfolio management, independent manager selection, and insurance consulting.

Matthew Kons is a financial advisor at BKM Wealth Management with 24 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining BKM Wealth Management in 2023, he worked at Wells Fargo Advisors and related Wells Fargo entities from 2009 to 2023. BKM Wealth Management is a team of five advisors managing approximately $651.8 million across nearly 590 client relationships. The firm serves individuals, high-net-worth clients, retirement plans, trusts, estates, family entities, and businesses, providing wealth management built around a formal financial planning process and a mix of active and passive investment strategies.

Steven Manders is a CFP® with 13 years of experience in financial advising. He is currently with BKM Wealth Management, where he has worked since 2023. Prior to that, he held roles at Wells Fargo Advisors Financial Network, Wells Fargo Clearing Services, and Wells Fargo Advisors. Manders holds an inactive Wisconsin law license and serves as co-trustee and trustee for several family trusts. BKM Wealth Management is a team of five advisors managing approximately $652 million across nearly 590 client relationships. The firm offers wealth management services centered on formal financial planning, utilizing a mix of active and passive investment strategies and providing services to individuals, high-net-worth clients, retirement plans, trusts, estates, and businesses.

William Manders is a financial advisor at BKM Wealth Management with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network and its affiliated entities from 2009 to 2023. BKM Wealth Management is a team of five advisors managing over $650 million across approximately 590 client relationships. The firm serves individuals, high-net-worth clients, retirement plans, trusts, estates, family entities, and businesses, offering wealth management services that include financial planning, portfolio management, independent manager selection, and insurance consulting.

William Berrall is a financial advisor at BKM Wealth Management with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors from 2009 to 2023. BKM Wealth Management is a team of five advisors managing approximately $651.8 million for individuals, high-net-worth clients, retirement plans, trusts, estates, family entities, and businesses. The firm offers wealth management services based on formal financial planning and employs a mix of active and passive investment strategies, including independent manager selection and insurance consulting.

Casey Berrall is a financial advisor at BKM Wealth Management with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Berrall serves as a trustee for the BKM Wealth Management 401(k) plan. BKM Wealth Management is a team of five advisors managing approximately $651.8 million across about 590 client relationships. The firm offers wealth management services focused on a formal financial planning process, using a combination of active and passive strategies and providing investment management, independent manager selection, and insurance consulting.