Jason Glone
Jason Glone is a CFP-designated registered investment advisor at Mcglone Suttner Wealth Management, INC., based in Appleton, WI, with 27 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 708 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
McGlone Suttner charges an annual fee, up to 1.5%, for managing your investments. The exact fee is determined based on the value of your portfolio, the complexity of your situation, and the services provided. Fees are charged in advance each quarter, based on the portfolio value at the end of the previous quarter. Fees are negotiable.
Location
3501 E Evergreen Drive, Ste A, Appleton, WI, 54913
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is an independent insurance agent for various insurance companies. He also owns McGlone Real Estate since 2018, which is not investment-related.
Employment History
Current Registrations
Mcglone Suttner Wealth Management, INC.
Previous Registrations
Kerntke Otto Mcglone Wealth Management Group
Kerntke Otto Mcglone Wealth Management Group
Cambridge Investment Research, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.