Home
›
Firms
›
MCGLONE SUTTNER WEALTH MANAGEMENT, INC.
MCGLONE SUTTNER WEALTH MANAGEMENT, INC.
APPLETON, Wisconsin
·
2 registered advisors
·
CRD# 149830
SEC# 801-112692
0
(920) 882-5299
01
Firm Overview
AUM
$689M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at MCGLONE SUTTNER WEALTH MANAGEMENT, INC.
2 registered advisors
Jason Anthony Mc Glone
APPLETON, Wisconsin
CFP
CRD# 3078445
Thomas John Suttner
APPLETON, Wisconsin
CRD# 2104792
05
Office Locations
APPLETON, Wisconsin
2 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. MCGLONE SUTTNER WEALTH MANAGEMENT, INC. (CRD# 149830) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.