Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Suttner is an Investment Advisor Representative associated with McGlone Suttner Wealth Management, Inc. based in Appleton, WI. Matthew Suttner has 1 state exam - Series 65 (Uniform Investment Adviser Law Examination). Matthew has been registered with FINRA since 2022 and holds 1 active license. Matthew Suttner has been in the financial industry since 2013, working for Kimberly-Clark Corp, AEGIS Financial and McGlone Suttner Wealth Management.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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
02/15/2022 - Present
McGlone Suttner Wealth Management, Inc. (APPLETON WI)
IA
Issued 07/30/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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