KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP

3601 E. Evergreen Drive
Suite 100
Appleton, Wisconsin 54913
Tel: 920-733-3865

About KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP

KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP, formally registered with the SEC as KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP. The firm was established in 01/19/2007. They have over 1 offices throughout the country.

KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP is a Appleton, Wisconsin based Financial Planning firm with nearly $343,318,298 assets under management, offering retirement planning & investment advisory services to 2206 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	142682
SEC#	801-67464
Assets Managed by Firm	$343,318,298
No. of Clients	2206
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	2206	$343,318,298
Individuals (other than high net worth individuals)	511	$160,951,896
High net worth individuals	93	$181,078,698
Corporations or other businesses	10	$1,287,704

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