Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claus? Claim Your ProfileClaus Peter Kerntke is a financial advisor with over 30 years of experience in the financial services industry. Claus is a Certified Financial Planner and holds the Series 63, Series 7 and SIE licenses. Claus is currently registered with the state of Texas and Wisconsin as an Investment Advisor Representative (IAR). Claus has a strong background in providing financial planning and investment management services to individuals, families, and small businesses. Claus is passionate about helping his clients achieve their financial goals and currently works with clients at Kerntke Otto McGlone Wealth Management Group in Appleton, WI. Prior to joining Kerntke Otto McGlone Wealth Management Group, Claus held positions at Cambridge Investment Research, Inc. and Ameriprise Financial Services, Inc. Claus is a dedicated professional who is committed to providing his clients with the highest level of service and expertise.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
03/29/2017 - Present
Kerntke Otto McGlone Wealth Management Group (APPLETON WI)
WI
02/15/2007 - 07/12/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (APPLETON WI)
WI
09/24/1986 - 02/15/2007
AMERIPRISE FINANCIAL SERVICES, INC. (APPLETON WI)
MN
10/28/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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