Wkmr Financial Group, LLC

Wkmr Financial Group, LLC (CRD# 110010) is a financial advisory firm headquartered in Brookfield, WI. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Wkmr Financial Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kenneth K. Kasbohm
CRD#: 4536518
235 North Executive Drive, Suite 160, Brookfield, WI 53005
93
Wealthminder
score

Kenneth Kasbohm (CRD# 4536518) is an Investment Advisor Representative working at Wkmr Financial Group, LLC in Brookfield, WI and has over 18 years of experience in the finance industry.

2
Mark B. Potts
CRD#: 4536515
235 North Executive Drive, Suite 160, Brookfield, WI 53005
93
Wealthminder
score

Mark Potts (CRD# 4536515) is an Investment Advisor Representative working at Wkmr Financial Group, LLC in Brookfield, WI and has over 18 years of experience in the finance industry.

3
Curtis W. Disrud
CRD#: 6329285
235 North Executive Drive, Suite 160, Brookfield, WI 53005
89
Wealthminder
score

Curtis Disrud (CRD# 6329285) is an Investment Advisor Representative working at Wkmr Financial Group, LLC in Brookfield, WI and has over 3 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.