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).

By the Numbers
  • Total Assets Under Management
    689
    MILLION
  • Total Number of Accounts
    2,498
    ACCOUNTS
  • Average Account Value
    $275,879
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, MN, TN, TX, WI

Financial Advisors at Mcglone Suttner Wealth Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Jason A. Mc Glone
CRD#: 3078445
3501 E Evergreen Drive, Ste A, Appleton, WI 54913

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.

2
Keith F. Peters
CRD#: 2123214
3501 E Evergreen Drive, Ste A, Appleton, WI 54913

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.

3
Thomas J. Suttner
CRD#: 2104792
3501 E Evergreen Drive, Ste A, Appleton, WI 54913

Thomas Suttner (CRD# 2104792) is an Investment Advisor Representative working at Mcglone Suttner Wealth Management, Inc. in Appleton, WI and has over 32 years of experience in the finance industry.

4
Peter G. Van Beek
CRD#: 7123916
3501 E Evergreen Drive, Ste A, Appleton, WI 54913

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.

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