KOM WEALTH MANAGEMENT GROUP, LLC of APPLETON, WI is an SEC-registered investment adviser (CRD 142682). Regulatory assets under management: $407.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| James Mike Mcglone | SENIOR PARTNER / MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | Appleton, WI |
| Kaley Marie Klepps | PARTNER | — |
| Troy Allen Sommerfeld | PARTNER | — |
| Kenneth John Mcglone | PARTNER | — |
| MC GLONE JAMES MIKE | SENIOR PARTNER / MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| MCGLONE JASON ANTHONY | SENIOR PARTNER | — |
| KERNTKE CLAUS PETER | SENIOR PARTNER | — |
| OTTO RICHARD MICHAEL | SENIOR PARTNER | — |
| BERNSTEIN DANIEL ADAM | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| MC GLONE JASON ANTHONY | SENIOR PARTNER | — |
| MCGLONE JAMES MIKE | SENIOR PARTNER / MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| Klepps Kaley Marie | PARTNER | — |
| Sommerfeld Troy Allen | PARTNER | — |
| McGlone Kenneth John | PARTNER | — |