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Kerntke Otto Mcglone Wealth Management Group
SEC-regulated
Registered investment advisor
Kerntke Otto McGlone Wealth Management Group, LLC is a financial advisor firm based in Appleton, WI, established in January 2007. The firm offers financial planning services focusing on long-term financial goals and asset management services involving continuous supervision of client accounts. They may also refer clients to third-party money managers for investment advice. The firm does not charge performance-based fees and acts as a fiduciary, putting clients' interests first.
For investment discretion, clients can grant trading
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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