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James Mike McGlone

Senior Partner / Managing Member / Chief Compliance OfficerKerntke Otto McGlone Wealth Management GroupCRD 2563916

About James Mike McGlone

James Mike McGlone is listed as Senior Partner / Managing Member / Chief Compliance Officer at Kerntke Otto McGlone Wealth Management Group in Appleton, WI. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Kerntke Otto McGlone Wealth Management Group
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Mike McGlone work?

James Mike McGlone is listed as Senior Partner / Managing Member / Chief Compliance Officer at Kerntke Otto McGlone Wealth Management Group on SEC Form ADV.

How much of Kerntke Otto McGlone Wealth Management Group does James Mike McGlone own?

Form ADV reports a beneficial ownership band of 50-75%.

Kerntke Otto McGlone Wealth Management Group

TitleSenior Partner / Managing Member / Chief Compliance Officer
Ownership50-75%
Control personYes
Since2007
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