| Name | Title | Ownership | Since |
|---|---|---|---|
| James Mike McGlone Control | Senior Partner / Managing Member / Chief Compliance Officer | 50-75% | 2007 |
| Kaley Marie Klepps | Partner | 5-10% | 2024 |
| Kenneth John McGlone Control | Partner | 25-50% | 2024 |
Kerntke Otto McGlone Wealth Management Group reports $385 million in regulatory assets under management on its Form ADV.
Kerntke Otto McGlone Wealth Management Group reports 7 employees.
Kerntke Otto McGlone Wealth Management Group is based in Appleton, WI and has been SEC-registered since 2007.
Kerntke Otto McGlone Wealth Management Group is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3601 E. Evergreen Drive, Suite 100, Appleton, WI 54913 |
| Phone | 920-733-3865 |
| Fax | 920-733-3882 |
| Office hours | 8:30a.m. - 4:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $380.8M |
| Non-discretionary | $4.2M |
| Total (RAUM) | $385M |