Richard Otto

from Kerntke Otto Mcglone Wealth Management Group
SEC regulated
Regulated Investment Advisor
Richard Otto is a financial advisor based in Wisconsin, Appleton, with 10 years of experience. Richard currently works for Kerntke Otto Mcglone Wealth Management Group. Richard maintains a S63 license (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
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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Richard Otto works at Kerntke Otto Mcglone Wealth Management Group
Kerntke Otto Mcglone Wealth Management Group is a financial advisory firm based in Appleton, Wisconsin. It currently has approximately $294,641,783 of assets under management and employs about 7 people. Kerntke Otto Mcglone Wealth Management Group uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
9 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
3601 E. Evergreen Drive, Suite 100, Appleton, Wisconsin, 54913

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