Kerntke Otto McGlone Wealth Management Group

Wealth Management Firm in Outagamie County, WI

Firm Info
Address: 3601 E Evergreen Dr, Appleton, WI 54913, USA
Website:
Phone: (920) 733-3865

Firm Size
Assets Under Management: $329.8 million
# of Advisors: 6
# of Clients: 2,011
Client to Advisor Ratio: 335:1
Average Account Size: $163,997
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Kerntke Otto Mcglone Wealth Management Group Overview

The KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP is an investment advisory firm that operates on a fee-only arrangement. This means that they do not receive any commissions or compensation from third parties for their services. The headquarters of the firm is located in Appleton, WI, and it has been in business since 2007. The firm specializes in providing investment advice to individuals, small businesses, and institutional clients. Their services include financial planning, portfolio management, and the selection of other advisors. They also publish periodicals and newsletters to keep their clients informed about important financial developments. The KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP is a registered investment advisory firm that only provides investment advice. This means that they do not engage in any other financial activities such as buying or selling securities. They are solely focused on providing their clients with expert investment advice that is tailored to their individual needs and goals.

The KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP caters to a broad range of clients, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other types of corporations. Their clientele spans a diverse range of industries, and the firm prides itself on providing high-quality financial advice and investment services that cater to each client's unique needs. The KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP offers a variety of fee structures to its clients. Depending on the services provided, clients can choose from a percentage of assets under management fee structure, hourly rates, or fixed fees. These fee structures are designed to be flexible and transparent, ensuring that clients have access to the services they need and that they receive value for their investment. With a commitment to transparent and easy-to-understand billing practices, the firm is able to build long-term relationships with clients based on mutual trust and respect.

Typical Clients, Fee Structures & Investment Minimum

According to the note in their Part 2 Brochure, KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP does not have any minimum investment amounts or conditions required for establishing an account. However, all clients are required to execute an agreement for services in order to establish a client arrangement with the firm.

How This Office Can Help Outagamie County, WI Residents

Kerntke Otto McGlone Wealth Management Group is a trusted advisor for clients looking to build and maintain wealth in Outagamie County, WI. The team specializes in providing tailored financial strategies to help individuals meet their long-term financial goals. They assist clients in managing their wealth by analyzing their financial situation and creating a customized plan that aligns with their specific needs and objectives. Individuals living in Outagamie County, WI may face financial situations such as retirement planning, managing their assets, or protecting their wealth from unexpected events like disability or death. Kerntke Otto McGlone Wealth Management Group works with clients to address these concerns and implement practical solutions to help them achieve their financial goals. Their experienced advisors provide guidance on investment planning, asset allocation, tax planning, and risk management to create customized financial plans that meet the unique needs of each client. The team is committed to delivering a comprehensive approach to wealth management that provides clients with peace of mind and confidence in their financial future.

To view the Minimum Investment and Fee Schedule for Kerntke Otto Mcglone Wealth Management Group, visit their Part 2 Brochure.

Services Offered by Kerntke Otto Mcglone Wealth Management Group

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Kerntke Otto Mcglone Wealth Management Group most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 3601 E Evergreen Dr, Appleton, WI 54913, USA
Phone (920) 733-3865
Directions
Google My Business Reviews:
4 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Kerntke Otto Mcglone Wealth Management Group is registered to service clients in the following states:

  • Colorado
  • Florida
  • Illinois
  • Maine
  • Michigan
  • Minnesota
  • Missouri
  • Texas
  • Wisconsin

Disciplinary History

Kerntke Otto Mcglone Wealth Management Group does not have any disclosures. Please visit it's Form ADV for more details.

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