Mcglone Suttner Wealth Management, INC.
Appleton, WI·SEC-registered · CRD #149830
Mcglone Suttner Wealth Management, INC. is an SEC-registered investment advisory firm in Appleton, WI managing $1.0B across 2.9k client accounts, with 8 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.0B
Client accounts
2.9k
Advisory staff
8
Fee model
Fee-based
How Mcglone Suttner Wealth Management, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Mcglone Suttner Wealth Management, INC.
How much does Mcglone Suttner Wealth Management, INC. manage?
Per its most recent SEC Form ADV filing (02/26/2026), Mcglone Suttner Wealth Management, INC. reports $1.0B in regulatory assets under management across roughly 2.9k client accounts.
How does Mcglone Suttner Wealth Management, INC. charge?
Mcglone Suttner Wealth Management, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Mcglone Suttner Wealth Management, INC. a fiduciary?
Yes. Mcglone Suttner Wealth Management, INC. is registered with the U.S. Securities and Exchange Commission (CRD #149830), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Mcglone Suttner Wealth Management, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Mcglone Suttner Wealth Management, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Appleton, WI
Profile compiled from Mcglone Suttner Wealth Management, INC.'s public SEC Form ADV filing (CRD #149830, filed 02/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Mcglone Suttner Wealth Management, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Mcglone Suttner Wealth Management, INC.? Claim this profile.