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Matthew Michael Kons

Investment adviser representative at Bkm Wealth Management
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$651.8MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

17 years in the industry.

  1. Bkm Wealth ManagementMar 2023 to now
  2. Wells Fargo Advisors Financial Network, LLCMay 2020 to Mar 2023
  3. Wells Fargo Clearing Services, LLCNov 2016 to May 2020
  4. Wells Fargo Advisors LLCMay 2009 to Nov 2016

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2001

State registrations

Registered as an investment adviser representative in 1 state (WI).

Bkm Wealth Management

Legal name: Bkm Wealth Management, LLC

$651.8MAssets managed
608Clients
6Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2844488
Firm CRD
323928
Advisor's SEC record (opens in a new tab)
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