Unclaimed Profile

Jason Anthony Mc Glone

MCGLONE SUTTNER WEALTH MANAGEMENT, INC.·APPLETON, Wisconsin

SIE, Series 7, Series 63CFPClean record19 years registeredMCGLONE SUTTNER WEALTH MANAGEMENT, INC.

3501 E EVERGREEN DRIVE, APPLETON, WI 54913CRD# 3078445Firm CRD# 149830

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Anthony Mc Glone · APPLETON, WI

Registration

CRD #3078445 · MCGLONE SUTTNER WEALTH MANAGEMENT, INC. · 19 years registered

Brand Profile

Not yet started

Career History

MCGLONE SUTTNER WEALTH MANAGEMENT, INC.

Dec 2021 – present

KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP

Mar 2017 – Feb 2022

APPLETON, WI

KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP

Feb 2007 – Dec 2016

APPLETON, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · February 15, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MCGLONE SUTTNER WEALTH MANAGEMENT, INC.

CRD 149830 · SEC 801-112692

AUM

$689M

Regulatory assets under management

Employees

2,498 client accounts

Services offered by MCGLONE SUTTNER WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MCGLONE SUTTNER WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Jason Anthony Mc Glone offer?

Jason Anthony Mc Glone specializes in Financial Planning, Investment Management. Contact their office in APPLETON, Wisconsin for a consultation.

What are Jason Anthony Mc Glone's credentials?

Jason Anthony Mc Glone holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jason Anthony Mc Glone located?

Jason Anthony Mc Glone is based in APPLETON, Wisconsin, working with MCGLONE SUTTNER WEALTH MANAGEMENT, INC.. Their office serves clients in the APPLETON metropolitan area and surrounding communities.

How does Jason Anthony Mc Glone charge for services?

Jason Anthony Mc Glone's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MCGLONE SUTTNER WEALTH MANAGEMENT, INC.?

MCGLONE SUTTNER WEALTH MANAGEMENT, INC. has approximately 12 employees and manages $689M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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