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:
- Business planning
- Divorce planning
- Charitable and Planned Giving
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Portfolio Management
- Retirement Planning
- 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:
Licenses, Certifications & Affiliations:
Certified Financial Planner, Certified Divorce Financial Analyst, Certified Investment Management Analyst
Bachelors in Economics & Spanish - University of Minnesota
Foreign Languages spoken:
Will provide references upon request?
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
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Fax: (262) 798-3595
Address for Casey J. Berrall:
20800 Swenson Dr
Waukesha, WI, 53186
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