Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaley? Claim Your ProfileKaley Klepps is an Investment Advisor Representative associated with Kerntke Otto McGlone Wealth Management Group. Kaley is registered with the state of Wisconsin. She is active in the Investment Advisor industry and has a Series 65 license. Her firm's main office is located in Appleton, Wisconsin. Kaley has been with Kerntke Otto McGlone Wealth Management Group since 2019. Before joining the firm, Kaley worked at ManpowerGroup in Appleton. Kaley also works as an Independent Insurance Agent for various Independent Insurance Companies.
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.
1
2
WI
01/01/2025 - Present
Kerntke Otto McGlone Wealth Management Group (APPLETON WI)
IA
Issued 03/19/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Kaley Klepps is the right advisor for you? Invested Better is here to help.
