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McGlone Suttner Wealth Management, Inc. financial advisors in Appleton, WI
Every SEC-registered investment adviser representative at a McGlone Suttner Wealth Management, Inc. office in Appleton, A to Z.
8 registered advisors work at McGlone Suttner Wealth Management, Inc. in Appleton, out of 8 at the firm nationwide; it ranks number 12 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.
McGlone Suttner Wealth Management, Inc. advisors in Appleton, A to Z
Every McGlone Suttner Wealth Management, Inc. advisor →- Nathaniel C. KlutzInvestment adviser rep
- Matthew J. KruegerCertified Financial Planner
- Jason A. Mc GloneCertified Financial Planner
- Keith F. PetersCertified Financial Planner
- Matthew C. SuttnerInvestment adviser rep
- Thomas J. SuttnerCertified Financial Planner, Chartered Financial Consultant
- Joseph M. TucciniCertified Financial Planner
- Peter G. Van BeekCertified Financial Planner, Chartered Financial Consultant
McGlone Suttner Wealth Management, Inc. advisors in every city and state →McGlone Suttner Wealth Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Appleton
All Appleton advisors →Thrivent Investment Management Inc. 74Gateway Wealth Partners, LLC 43LPL Financial LLC 35Osaic Wealth, Inc. 23Wells Fargo Clearing Services, LLC 14Endowment Wealth Management, Inc. 12Ameriprise Financial Services, LLC 11Avaii Wealth Management, LLC 10Edward Jones 10Etf Model Solutions, LLC 10Cambridge Investment Research Advisors, Inc. 9Pfs Investments Inc. 7
Questions
How many financial advisors does McGlone Suttner Wealth Management, Inc. have in Appleton?
8 investment adviser representatives are registered at McGlone Suttner Wealth Management, Inc. offices in Appleton, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Is McGlone Suttner Wealth Management, Inc. one of the largest advisor employers in Appleton?
McGlone Suttner Wealth Management, Inc. ranks number 12 in Appleton by registered advisors; Thrivent Investment Management Inc. has the most, with 74.
How do I check a McGlone Suttner Wealth Management, Inc. advisor in Appleton?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the McGlone Suttner Wealth Management, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.