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Jason Anthony Mc glone

McGlone Suttner Wealth Management, Inc.

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About Jason Anthony Mc glone

Jason Anthony Mc glone is a financial advisor with McGlone Suttner Wealth Management, Inc. Jason Anthony Mc glone is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in the financial services industry. Jason Anthony Mc glone provides financial advice and portfolio management services to individuals and businesses. Jason Anthony Mc glone's previous experience includes positions at Cambridge Investment Research, Inc. and Ameriprise Financial Services, Inc. Jason Anthony Mc glone is also an independent insurance agent for various independent insurance companies and owns a non-investment related business, McGlone Real Estate, in Appleton, WI.

Firm Information

Jason Mc glone is currently registered with McGlone Suttner Wealth Management, Inc.. McGlone Suttner Wealth Management, Inc. is a registered investment advisor based in Appleton, WI. The firm manages approximately $689,144,636 in assets for individuals, corporations, and other businesses. They offer financial planning, portfolio management, and pension consulting services.
McGlone Suttner Wealth Management, Inc.

3501 E EVERGREEN DRIVE

APPLETON, WI 54913

$689.14M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Mc glone’s Registration & Firm History

WI

12/07/2021 - Present

McGlone Suttner Wealth Management, Inc. (APPLETON WI)

WI

02/15/2007 - 07/05/2016

CAMBRIDGE INVESTMENT RESEARCH, INC. (APPLETON WI)

WI

07/09/1998 - 02/15/2007

AMERIPRISE FINANCIAL SERVICES, INC. (APPLETON WI)

MN

07/09/1998 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 07/28/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/05/2016

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Anthony Mc glone.
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