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Troy Allen Sommerfeld

Kerntke Otto McGlone Wealth Management Group

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About Troy Allen Sommerfeld

Troy Sommerfeld is a financial advisor working at Kerntke Otto McGlone Wealth Management Group in Appleton, WI. Troy has been working in the financial services industry since 2019. Troy has Series 7, 66 and SIE licenses and is registered to provide investment advice in Wisconsin. Troy specializes in working with individuals, high-net-worth individuals, charitable organizations, and corporations. Troy also provides financial planning, publication of periodicals, selection of other advisors, and portfolio management services.

Firm Information

Troy Sommerfeld is currently registered with Kerntke Otto McGlone Wealth Management Group. Kerntke Otto McGlone Wealth Management Group is a registered investment advisor based in Appleton, WI. They offer financial planning, publication of periodicals, and selection of other advisors. They also provide portfolio management for individuals and businesses. The firm manages $343,318,298 in assets for 2,206 clients, including 93 high-net-worth individuals, 10 corporations, and 511 other individuals. They have 5 licensed agents and 6 investment advisor representatives.
Kerntke Otto McGlone Wealth Management Group

3601 E. EVERGREEN DRIVE

APPLETON, WI 54913

$343.32M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Troy Sommerfeld’s Registration & Firm History

WI

10/01/2021 - Present

Kerntke Otto McGlone Wealth Management Group (APPLETON WI)

WI

11/01/2019 - 09/09/2021

AMERIPRISE FINANCIAL SERVICES, LLC (APPLETON WI)

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Licenses & Designations

BOTH

Issued 12/02/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2024

Series 7TO - General Securities Representative Examination

BC

Issued 09/16/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Troy Allen Sommerfeld.
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