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Kaley Marie Klepps

KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP·APPLETON, Wisconsin
Unclaimed Profile
3601 E. EVERGREEN DRIVE, APPLETON, WI 54913CRD# 7414274Firm CRD# 142682
01

About

Kaley Marie Klepps is a registered financial advisor based in APPLETON, Wisconsin, affiliated with KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP
KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP
AUM
$343M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7414274
Firm CRD# 142682
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kaley Marie Klepps offer?
Kaley Marie Klepps specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in APPLETON, Wisconsin for a consultation.
What are Kaley Marie Klepps's credentials?
Kaley Marie Klepps is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kaley Marie Klepps located?
Kaley Marie Klepps is based in APPLETON, Wisconsin, working with KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP. Their office serves clients in the APPLETON metropolitan area and surrounding communities.
How does Kaley Marie Klepps charge for services?
Kaley Marie Klepps'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 KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP?
KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP has approximately 6 employees and manages $343M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in APPLETON
Debra Sumnicht — ISECTORS, LLCDavid Robert Jensen — AVAII WEALTH MANAGEMENT, LLCGreg Barber — SCHENCK INVESTMENT SOLUTIONS LLCMark Christopher Scheffler — THE APPLETON GROUP, LLCVernon Coffey Sumnicht — ISECTORS, LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)WAUKESHA (77)BROOKFIELD (68)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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