MCGLONE SUTTNER WEALTH MANAGEMENT, INC.

3501 E Evergreen Drive
Ste A
Appleton, Wisconsin 54913
Tel: (920) 882-5299

About MCGLONE SUTTNER WEALTH MANAGEMENT, INC.

MCGLONE SUTTNER WEALTH MANAGEMENT, INC, formally registered with the SEC as MCGLONE SUTTNER WEALTH MANAGEMENT, INC. The firm was established in 03/22/2018. They have over 1 offices throughout the country.

MCGLONE SUTTNER WEALTH MANAGEMENT, INC. is a Appleton, Wisconsin based Financial Planning firm with nearly $815,977,938 assets under management, offering retirement planning & investment advisory services to 2722 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	149830
SEC#	801-112692
Assets Managed by Firm	$815,977,938
No. of Clients	2722
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2722	$815,977,938
Individuals (other than high net worth individuals)	446	$167,491,930
High net worth individuals	274	$621,782,863
Corporations or other businesses	Fewer than 5 clients	$26,703,145

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