Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas John Suttner is a financial advisor with McGlone Suttner Wealth Management, Inc., based in Appleton, Wisconsin. He is a Certified Financial Planner and a Chartered Financial Consultant, with over 30 years of experience in the financial services industry. Suttner has held previous roles with several firms including, PURSHE KAPLAN STERLING INVESTMENTS, SII INVESTMENTS, INC., BANC ONE SECURITIES CORPORATION, NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC and ROBERT W. BAIRD & CO. INCORPORATED. Thomas Suttner specializes in providing financial planning, portfolio management, and insurance services to individuals and businesses.
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
04/03/2009 - Present
McGlone Suttner Wealth Management, Inc. (APPLETON WI)
WI
04/03/2009 - 07/01/2010
PURSHE KAPLAN STERLING INVESTMENTS (APPLETON WI)
WI
04/01/2002 - 04/09/2009
SII INVESTMENTS, INC. (APPLETON WI)
IL
09/21/1998 - 11/21/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
WI
05/03/1991 - 03/11/1999
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
05/03/1991 - 11/12/1998
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 11/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/01/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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