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Kerntke Otto McGlone Wealth Management

Kerntke Otto McGlone Wealth Management

We are an independent Registered Investment Advisory Firm offering a distinctive approach to wealth management. Together, through a consultative process, we learn the details of your unique financial picture so we can construct and deliver a tailor-made plan along with your personal financial checklist. Our experienced team of professionals fully evaluates your situation to create a personal plan that integrates your investments, tax reduction strategies, retirement income solutions, and family wealth planning. Striving to deliver practical, executable solutions is our goal. Our founding Partners of KOM Wealth Management Group, have spent their careers helping families achieve their financial goals using a personalized, custom approach. Their broad area of expertise enables them to provide sensible guidance that spans a wide range of complex financial issues.

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About Kerntke Otto McGlone Wealth Management

Estimated Revenue

$1M-$10M

Category

Sector

Security Brokers, Dealers, and Flotation Companies

Industry Group

Security Brokers, Dealers, and Flotation

Industry

Security and Commodity Brokers, Dealers, Exchanges, and Services

Location

City

Appleton

State

Wisconsin

Country

United States

Tech Stack (19)

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