C. Peter Kerntke, financial advisor Appleton WI

C. Peter Kerntke

CRD 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.

CONTACT
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Professional Designations
Company Name Location Dates Years
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
Contact Info for C. Peter Kerntke
Phone Number: 920-733-3865
Firm Website: http://www.onekom.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    476
    MILLIONS
  • Total Number of Accounts
    2,852
    ACCOUNTS
  • Average Account Value
    $166,842
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, ME, MI, MN, TX, WI

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