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Joseph Matthew Tuccini

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
MI RA APP_PEND_IARCE 2026-01-01
WI RA APP_PEND_IARCE 2026-01-01
  • MI RA
    APP_PEND_IARCE
    Since 2026-01-01
  • WI RA
    APP_PEND_IARCE
    Since 2026-01-01

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
Sagepoint Financial Marquette MI 05/2012 12/2017
Erts Wealth Advisors, Llc Marquette MI 01/2018 11/2023
Ameriprise Financial Services, Llc Marquette MI 01/2024 02/2025
Mcglone Suttner Wealth Management, Inc. Appleton WI 02/2025 Present
Previous Registrations
Other Businesses

Board of Directors; Tuccini; Joseph M; Secretary; 300 W. Baraga Ave., , Marquette, MI, 49855; Not Investment-Related; 02/01/2023; 1 to 9 hours per month; 0 during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-04-08
S66 Uniform Combined State Law Examination 2008-03-24
  • S63 Uniform Securities Agent State Law Examination
    2024-04-08
  • S66 Uniform Combined State Law Examination
    2008-03-24
Designations
Other Names
  • Matt Tuccini
  • J. Matthew Tuccini
  • Joseph M Tuccini
  • Joseph Tuccini
  • J Matt Tuccini
  • Matthew Tuccini
  • Matthew Tuccini

View on SEC IAPD

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