Mcglone Suttner Wealth Management, Inc.
Mcglone Suttner Wealth Management, Inc. (CRD# 149830) is a financial advisory firm headquartered in Appleton, WI. They manage $689,144,636 in 2,498 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management689MILLION
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Total Number of Accounts2,498ACCOUNTS
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Average Account Value$275,879
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, FL, MN, TN, TX, WI
Jason McGlone (CRD# 3078445) is an Investment Advisor Representative working at McGlone Suttner Wealth Management, Inc. in Appleton, WI and has over 25 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 the CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by the 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.
Keith Peters (CRD# 2123214) is an Investment Advisor Representative working at Mcglone Suttner Wealth Management, Inc. in Appleton, WI and has over 26 years of experience in the finance industry.
Thomas Suttner (CRD# 2104792) is an Investment Advisor Representative working at Mcglone Suttner Wealth Management, Inc. in Appleton, WI and has over 33 years of experience in the finance industry.
Peter Van Beek (CRD# 7123916) is an Investment Advisor Representative working at Mcglone Suttner Wealth Management, Inc. in Appleton, WI and has over 4 years of experience in the finance industry.