BKM WEALTH MANAGEMENT GROUP LLC
CRD #140030 SEC #801-68929 FORT WAYNE, IN 260-918-4500
SEC Registered
Total AUM
$18.2M
Discretionary
$15.2M
Employees
1
Clients
1
Accounts
220
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MOERCHEN, GREGORY, A | I | MANAGING MEMBER | NA | Control |
| MOERCHEN, GREGORY, A | I | MEMBER | NA | Control |
| MOERCHEN, GREGORY, A | I | MEMBER | NA | Control |
| MOERCHEN, GREGORY, A | I | MEMBER | NA | Control |
| MOERCHEN, GREGORY, A | I | MEMBER | NA | Control |
| MOERCHEN, GREGORY, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GREG MOERCHEN, INC. | DE | DIRECT OWNER | D | Control |
| GREG MOERCHEN, INC. | DE | DIRECT OWNER | D | Control |
| GREG MOERCHEN, INC. | DE | DIRECT OWNER | D | Control |
| GREG MOERCHEN, INC. | DE | DIRECT OWNER | D | Control |
| GREG MOERCHEN, INC. | DE | DIRECT OWNER | D | Control |
| GREG MOERCHEN, INC. | DE | DIRECT OWNER | D | Control |
| BOJRAB, RONALD, DEAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BOJRAB, RONALD, DEAN | I | MANAGING MEMBER | C | Control |
| BOJRAB, RONALD, DEAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BOJRAB, RONALD, DEAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BOJRAB, RONALD, DEAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BOJRAB, RONALD, DEAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| KAUFMAN, MARK, CHRISTIAN | I | MANAGING MEMBER | C | Control |
| KAUFMAN, MARK, CHRISTIAN | I | MANAGING MEMBER | C | Control |
| KAUFMAN, MARK, CHRISTIAN | I | MANAGING MEMBER | C | Control |
| KAUFMAN, MARK, CHRISTIAN | I | MEMBER | C | Control |
| KAUFMAN, MARK, CHRISTIAN | I | MANAGING MEMBER | C | Control |
| KAUFMAN, MARK, CHRISTIAN | I | MANAGING MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MOERCHEN, GREGORY, A | I | GREG MOERCHEN, INC. | E | Control |
| MOERCHEN, GREGORY, A | I | GREG MOERCHEN, INC. | E | Control |
| MOERCHEN, GREGORY, A | I | GREG MOERCHEN, INC. | E | Control |
| MOERCHEN, GREGORY, A | I | GREG MOERCHEN, INC. | E | Control |
| MOERCHEN, GREGORY, A | I | GREG MOERCHEN, INC. | E | Control |
| MOERCHEN, GREGORY, ALLEN | I | GREG MOERCHEN, INC. | E | Control |
Registrations
Federal
IA
Mar 29, 2012 REGISTERED
Notice Filings (1)
IN
Address
3601 HOBSON ROAD, #202FORT WAYNE, IN 46815
United States
Phone: 260-918-4500