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KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP

Tel: 920-733-3865
3601 E. Evergreen Drive
Suite 100
Appleton, Wisconsin  54913

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KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP

KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP is a Appleton, Wisconsin based financial advisory firm with nearly $343,318,298 in assets under management and provides investment advisory services for 2206 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Publication of periodicals and newsletters

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

142682

SEC#:

801-67464

No. of Clients:

2206

Assets under Management

$343,318,298

No. of Advisors:

6

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