MCGLONE SUTTNER WEALTH MANAGEMENT, INC. of APPLETON, WI is an SEC-registered investment adviser (CRD 149830). Regulatory assets under management: $1.0B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Walter Neil | SHAREHOLDER | Palm Desert, CA |
| Thomas John Suttner | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Jason Anthony Mc Glone | CO-OWNER | — |
| WASSERSTRUM ALYSSA MELANIE | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| SUTTNER THOMAS JOHN | CHIEF COMPLIANCE OFFICER; PRESIDENT/ CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| ALLAN JAMES ROBERT | VICE PRESIDENT | — |
| MC GLONE JASON ANTHONY | CO-OWNER | — |