C. Peter KerntkeCRD Number: 1547070
Current Firm: Kerntke Otto Mcglone Wealth Management Group
Compensation Model: Fee Only
Claus Kerntke (CRD# 1547070) is an Investment Advisor Representative working at Kerntke Otto Mcglone Wealth Management Group in Appleton, WI and has over 29 years of experience in the finance industry. Claus Kerntke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Peter offers experience in both financial planning and accounting. He holds both a Bachelor of Finance and Operations Management Degree and a Master's Degree in Accounting from the University of Wisconsin-Oshkosh. Peter began his professional career as an Auditor for Grant Thornton CPA's. He then became an accountant for Gold Bond, located in Green Bay, WI. In 1986, he became a financial advisor for Ameriprise Financial, formerly American Express Financial Advisors, until 2007 when Kerntke Otto McGlone Wealth Management Group was formed.
Peter focuses on helping clients meet their retirement goals, provide adequate retirement income, build and maintain family wealth and minimizing risks associated with wealth accumulation. He works with clients to help them develop a systematic strategy, taking into account tax issues to meet clients' goals with reduced volatility.
Peter enjoys golf, biking, travel and spending time with family.
Lpl Financial LLC
Northwestern Mutual Investment Services,llc
Advisors Management Group Inc.
|Kerntke Otto Mcglone Wealth Managment||Appleton, WI||Feb 2007 - Current||13|
|Cambridge Investment Research, Inc.||Fairfield, IA||Feb 2007 - Current||13|
|Riversource||Minneapolis, MN||Aug 1986 - Feb 2007||20|
|Ameriprise Financial Services, Inc.||Green Bay, WI||Aug 1986 - Feb 2007||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1986|
Total Assets Under Management476MILLIONS
Total Number of Accounts2,852ACCOUNTS
Average Account Value$166,842
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
FL, IL, ME, MI, MN, TX, WI
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