Kerntke Otto Mcglone Wealth Management Group

Kerntke Otto Mcglone Wealth Management Group (CRD# 142682) is a financial advisory firm headquartered in Appleton, WI. They manage $231,011,000 in 2,147 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    231
    MILLION
  • Total Number of Accounts
    2,147
    ACCOUNTS
  • Average Account Value
    $107,597
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.

MI, WI

Financial Advisors at Kerntke Otto Mcglone Wealth Management Group
Showing 1 - 4 of 4 top financial advisors.
1
C. Peter Kerntke
CRD#: 1547070
3701 East Evergreen Drive, Suite 500a, Appleton, WI 54913
103
Wealthminder
score

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.

2
Jason A. McGlone
CRD#: 3078445
3701 East Evergreen Drive, Suite 500a, Appleton, WI 54913
96
Wealthminder
score

Jason McGlone (CRD# 3078445) is an Investment Advisor Representative working at Kerntke Otto Mcglone Wealth Management Group in Appleton, WI and has over 18 years of experience in the finance industry. Jason McGlone 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 put clients' interests first and comply with the Financial Planning Practice Standards.

3
Richard M. Otto
CRD#: 2227141
3701 East Evergreen Drive, Suite 500a, Appleton, WI 54913
96
Wealthminder
score

Richard Otto (CRD# 2227141) is an Investment Advisor Representative working at Kerntke Otto Mcglone Wealth Management Group in Appleton, WI and has over 24 years of experience in the finance industry. Richard Otto 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 put clients' interests first and comply with the Financial Planning Practice Standards.

4
James M. Mc Glone
CRD#: 2563916
3701 East Evergreen Drive, Suite 500a, Appleton, WI 54913
86
Wealthminder
score

James Mc Glone (CRD# 2563916) is an Investment Advisor Representative working at Kerntke Otto Mcglone Wealth Management Group in Appleton, WI and has over 21 years of experience in the finance industry. James Mc Glone 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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