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KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP
KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP
APPLETON, Wisconsin
·
6 registered advisors
·
CRD# 142682
SEC# 801-67464
0
920-733-3865
01
Firm Overview
AUM
$343M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP
6 registered advisors
Claus Peter Kerntke
APPLETON, Wisconsin
CRD# 1547070
James Mike Mcglone
APPLETON, Wisconsin
CRD# 2563916
Kaley Marie Klepps
APPLETON, Wisconsin
CRD# 7414274
Kenneth John Mcglone
APPLETON, Wisconsin
CRD# 7414175
Richard Michael Otto
APPLETON, Wisconsin
CRD# 2227141
Troy Allen Sommerfeld
APPLETON, Wisconsin
CRD# 7168165
05
Office Locations
APPLETON, Wisconsin
6 advisors
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Data sourced from SEC Form ADV filings. KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP (CRD# 142682) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.