Joseph Tuccini
Joseph Tuccini is a CFP-designated registered investment advisor at Mcglone Suttner Wealth Management, INC., based in Appleton, WI, with 21 years of industry experience. Joseph 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 Activities
Joseph serves as Secretary on the Board of Directors for Tuccini since February 2023. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Mcglone Suttner Wealth Management, INC.
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Erts Wealth Advisors, LLC
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Genworth Financial Wealth Management, INC.
Capital Brokerage CorporationBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Aig Retirement Advisors, INC.
VALIC Financial Advisors, INC.Broker
Banc One Securities CorporationBroker
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
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.