Matthew Kons, Cfp®

Matthew Kons, Cfp® Email and Phone Number

Financial Advisor and Partner @ BKM Wealth Management
Milwaukee, WI, US
Matthew Kons, Cfp®'s Location
Greater Milwaukee, United States
Matthew Kons, Cfp®'s Contact Details

Matthew Kons, Cfp® personal email

n/a

Matthew Kons, Cfp® phone numbers

About Matthew Kons, Cfp®

BKM Wealth Management is a locally owned, independent financial advisory practice in Brookfield, WI.We serve a select group of individuals and business owners helping them build, manage, protect and transition their wealth. We focus on retirement & retirement income planning, company 401(k) plans, and divorce investment planning.BKM Wealth Management, LLC ("BKM”) is a Registered Investment Adviser. BKM provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. Registration with the SEC does not imply a certain level of skill or training. Please consult BKM Wealth Management, LLC’s Form CRS and Form ADV Brochures available at www.bkmwm.com and www.adviserinfo.sec.gov

Matthew Kons, Cfp®'s Current Company Details
BKM Wealth Management

Bkm Wealth Management

View
Financial Advisor and Partner
Milwaukee, WI, US
Website:
bkmwm.com
Employees:
5
Matthew Kons, Cfp® Work Experience Details
  • Bkm Wealth Management
    Financial Advisor And Partner
    Bkm Wealth Management
    Milwaukee, Wi, Us
    View
  • Bkm Wealth Management
    Financial Advisor/Partner
    Bkm Wealth Management May 2020 - Present
    Brookfield, Wisconsin, United States
    Experienced Financial Advisors whose mission is to positively impact lives. Providing financial and investment planning, tax efficient strategies, estate planning strategies and wealth protection to a select group of clients.
    View
  • Wells Fargo Advisors
    Financial Consultant
    Wells Fargo Advisors Feb 2009 - May 2020
    Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Jul 2001 - Feb 2009
    View
  • Ge Healthcare
    Greenbelt
    Ge Healthcare Aug 1999 - Jun 2001
    View

Matthew Kons, Cfp® Skills

Retirement Planning 401k Rollovers Business Owner Planning Financial Advisory Investments Multi Generational Wealth Planning Tax Efficient Stategies

Matthew Kons, Cfp® Education Details

Frequently Asked Questions about Matthew Kons, Cfp®

What company does Matthew Kons, Cfp® work for?

Matthew Kons, Cfp® works for Bkm Wealth Management

What is Matthew Kons, Cfp®'s role at the current company?

Matthew Kons, Cfp®'s current role is Financial Advisor and Partner.

What is Matthew Kons, Cfp®'s email address?

Matthew Kons, Cfp®'s email address is mkons@cs.com

What is Matthew Kons, Cfp®'s direct phone number?

Matthew Kons, Cfp®'s direct phone number is +141442*****

What schools did Matthew Kons, Cfp® attend?

Matthew Kons, Cfp® attended Institute For Divorce Financial Analysts™, American College - Cfp®, Marquette University, University Of Wisconsin-Whitewater, Menomonee Falls High School, St. Mary's Grade School.

What skills is Matthew Kons, Cfp® known for?

Matthew Kons, Cfp® has skills like Retirement Planning, 401k Rollovers, Business Owner Planning, Financial Advisory, Investments, Multi Generational Wealth Planning, Tax Efficient Stategies.

Who are Matthew Kons, Cfp®'s colleagues?

Matthew Kons, Cfp®'s colleagues are Steven J.e. Manders, Cfp®, Sarah Streicher, Casey Berrall, Cima®.

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