Mcglone Suttner Wealth Management, Inc.

Overview

Mcglone Suttner Wealth Management, Inc. is an SEC registered investment adviser based in Appleton, WI, registered since 2018. It reports $1B in assets under management across 2,913 accounts, with 14 employees. It has 8 investment adviser representatives.

Reported AUM

$1B

Discretionary

100%

Accounts

2,913

Average account

$345K

Employees

14

Advisory reps

8

Registered since

2018

Jurisdictions

8

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Thomas John Suttner President, Chief Compliance Officer CRD 2104792
• Jason Anthony Mc Glone Co-Owner CRD 3078445

Advisory reps 3 of 8

• Eliot Charles Bares Investment Adviser Rep CRD 6562195
• Nathaniel C Klutz Investment Adviser Rep CRD 8124119
• Jason A Mcglone Insurance Agent · Investment Adviser Rep CRD 3078445

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

3501 E Evergreen Dr # A
Appleton, WI 54913

County

Outagamie

Metro area

Appleton, WI

Region

Midwest

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: mcglonesuttner.com

Every state, with registration dates

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