Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth John McGlone is a Registered Investment Advisor (IA) representative with Kerntke Otto McGlone Wealth Management Group, located in Appleton, Wisconsin. Kenneth has been in the industry since June 2002 and is a Series 65 exam holder. Kenneth is also the owner of McGlone Fitness Group, Inc. and McGlone Properties, LLC. Kenneth's firm specializes in financial planning, portfolio management for individuals and businesses, and the publication of periodicals. They serve a wide range of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.
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
08/19/2021 - Present
Kerntke Otto McGlone Wealth Management Group (APPLETON WI)
IA
Issued 08/11/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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