AdvisorOS Directory
Claim Profile
TS

Troy Allen Sommerfeld

KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP·APPLETON, Wisconsin
Unclaimed Profile
3601 E. EVERGREEN DRIVE, APPLETON, WI 54913CRD# 7168165Firm CRD# 142682
01

About

Troy Allen Sommerfeld 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# 7168165
Firm CRD# 142682
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in APPLETON?

Browse all registered financial advisors in APPLETON, Wisconsin or claim this profile if it's yours.

Browse APPLETON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Troy Allen Sommerfeld offer?
Troy Allen Sommerfeld specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in APPLETON, Wisconsin for a consultation.
What are Troy Allen Sommerfeld's credentials?
Troy Allen Sommerfeld is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Troy Allen Sommerfeld located?
Troy Allen Sommerfeld 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 Troy Allen Sommerfeld charge for services?
Troy Allen Sommerfeld'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile