Mcglone Suttner Wealth Management, Inc.

CRD 149830 · Appleton, WI · $1.0B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 149830
SEC number: 801-112692
Firm type: RIA
Assets under management: $1.0B as of Feb 26, 2026
Website: www.linkedin.com/company/mcglone-suttner-wealth-management-inc ↗
Phone: (920) 882-5299
Address: 3501 E Evergreen Drive, Appleton, WI, 54913

Advisors at this firm

8 in our index · page 1 of 1

Eliot Charles BaresCRD 6562195 · Rockville, MD

IA Registered
Nathaniel C KlutzCRD 8124119 · Appleton, WI

IA RegisteredRegistration inactive
Jason Anthony Mc GloneCRD 3078445 · Appleton, WI

IA RegisteredRegistration inactive
Keith Forrest PetersCRD 2123214 · Appleton, WI

IA Registered

Disclosure event(s) on record
Thomas John SuttnerCRD 2104792 · Appleton, WI

IA Registered

Disclosure event(s) on record
Matthew Charles SuttnerCRD 7430701 · Appleton, WI

IA Registered
Joseph Matthew TucciniCRD 4783938 · Appleton, WI

IA RegisteredRegistration inactive
Peter G Van BeekCRD 7123916 · Appleton, WI

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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