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Jason Anthony Mc Glone

Mcglone Suttner Wealth Management, Inc.

Appleton, WI

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Current Employers
Mcglone Suttner Wealth Management, Inc.

3501 E Evergreen Drive Ste A, Appleton, WI 54913 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-12-07
WI RA APPROVED 2021-12-07
  • TX RA
    APPROVED
    Since 2021-12-07
  • WI RA
    APPROVED
    Since 2021-12-07

Branch Locations

3501 E Evergreen Drive Ste A, Appleton, WI 54913 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kerntke Otto Mcglone Wealth Management Group Appleton WI 02/2007 02/2022
Mcglone Suttner Wealth Management, Inc. Appleton WI 11/2021 Present
Previous Registrations
Other Businesses

1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2)MCGLONE REAL ESTATE (NON-INVESTMENT RELATED),APPLETON, WI 54913; OWNER; START DATE; 08-01-2018.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-07-28
  • S63 Uniform Securities Agent State Law Examination
    1998-07-28
Designations
Other Names
  • Jason Anthony Mcglone

View on SEC IAPD

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