Casey J. Berrall

Casey J. Berrall

Berrall Kons Group of Wells Fargo Advisors

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: No minimum required

Minimum client income required: No minimum required

Title: Financial Consultant

Offering advice since: 1978

Areas of focus:

  • Annuities
  • Business planning
  • Divorce planning
  • Charitable and Planned Giving
  • Educational Planning
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds
  • Tax Planning

Further information about Casey J. Berrall:

Casey graduated from the University of Minnesota with degrees in Economics and Spanish. He is a Certified Investment Management Analyst professional.

The Berrall Kons Group of Wells Fargo Advisors is a family team of financial advisors. William Berrall started the practice in 1978. Son-in-law, Matt Kons and son, Casey Berrall joined to ensure that the high level of client service would be maintained while the practice grew. Their mission is to help successful individuals and family businesses realize their dreams and afford them the time to enjoy their passions.

They focus on retirement and retirement income planning, business 401k plans, and divorce financial planning.

Compensation and Fee Structures:

Not specified

Licenses, Certifications & Affiliations:

Certified Financial Planner, Certified Divorce Financial Analyst, Certified Investment Management Analyst

Education:

Bachelors in Economics & Spanish - University of Minnesota

Foreign Languages spoken:

Spanish

Will provide references upon request?

Yes


Further information about Berrall Kons Group of Wells Fargo Advisors:

(Size of firm: 0-9 advisors)

We're a family practice focused on the needs of business owners and successful families in the Brookfield and Milwaukee Area. Specifically we do a lot of work with business retirement plans, 401(k) rollovers, retirement income planning, and divorce financial planning.

This information is intended for use only by residents of (AZ, CA, FL, IL, IN, MI, MN, UT, WI). Securities-related services may not be provided to individuals residing in any state not listed above.
Please consult with the FA as s/he may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than (WI).

Investments in securities and insurance products:
ARE NOT FDIC-INSURED ARE NOT BANK-GUARANTEED MAY LOSE VALUE

Investment products and services are offered through Wells Fargo Advisors, LLC. Wells Fargo Advisors is the trade name used by two separate registered broker-dealers: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, non-bank affiliates of Wells Fargo & Company.


Contact Information for Casey J. Berrall

Phone: (262) 798-3787
Please support us by letting this adviser know you found them through Boomerater

Fax: (262) 798-3595

Address for Casey J. Berrall:
20800 Swenson Dr
Suite 200
Waukesha, WI, 53186

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