Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Otto is a financial advisor in Appleton, Wisconsin with over 25 years of experience in the financial services industry. He is a Certified Financial Planner and holds the Series 7 and 63 licenses. He is also a registered investment advisor in Wisconsin. Richard has worked with individuals, families, and businesses in the Appleton area for many years, providing advice on retirement planning, college savings, and investment management. He is passionate about helping his clients achieve their financial goals. Richard is currently affiliated with Kerntke Otto Mcglone Wealth Management Group, a registered investment advisor firm located in Appleton, Wisconsin.
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 - 07/05/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (APPLETON WI)
WI
06/11/1992 - 02/15/2007
AMERIPRISE FINANCIAL SERVICES, INC. (APPLETON WI)
MN
06/11/1992 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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