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Kenneth John Mcglone

KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP·APPLETON, Wisconsin
Series 65Clean record4 years registeredKERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP
3601 E. EVERGREEN DRIVE, APPLETON, WI 54913CRD# 7414175Firm CRD# 142682

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kenneth John Mcglone · APPLETON, WI
Registration
CRD #7414175 · KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP · 4 years registered
Brand Profile
Not yet started
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Career History

02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 19, 2021
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP
CRD 142682 · SEC 801-67464
AUM
$343M
Regulatory assets under management
Employees
6
2,206 client accounts
Services offered by KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Kenneth John Mcglone offer?
Kenneth John Mcglone specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in APPLETON, Wisconsin for a consultation.
What are Kenneth John Mcglone's credentials?
Kenneth John Mcglone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth John Mcglone located?
Kenneth John Mcglone 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 Kenneth John Mcglone charge for services?
Kenneth John Mcglone'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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