Inactive

Kaley Marie Klepps

Kom Wealth Management Group, LLC

CRD 7414274

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Employer firm

Kom Wealth Management Group, LLC CRD 142682

$408M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers
Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers

Kom Wealth Management Group, Llc

3601 E. Evergreen Drive Suite 100, Appleton, WI 54913 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2025-01-01

WI RA
APPROVED

Since 2025-01-01

Branch Locations

3601 E. Evergreen Drive Suite 100, 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

Organization	City	State	From	To
Kerntke Otto Mcglone Wealth Management Group	Appleton	WI	01/2019	Present
Manpowergroup	Appleton	WI	08/2013	12/2018

01/2019 → Present

Kerntke Otto Mcglone Wealth Management Group

Appleton, WI
08/2013 → 12/2018

Manpowergroup

Appleton, WI

Other Businesses

1. Independent Insurance Agent for Various Independent Insurance Companies.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-03-19

S65 Uniform Investment Adviser Law Examination

2021-03-19

Other Names

Kaley Marie Kavelman
Kaley Marie Evans

View on SEC IAPD

Nearby Firms

PRIVATE CLIENT SERVICES, LLC

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Nearby Investors

BRANDY LYNN DEBROUX

LEIGH ANN THERN

Nearby Offices

MORGAN STANLEY · APPLETON, WI

PRIVATE CLIENT SERVICES, LLC · Appleton, WI

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · APPLETON, WI

More in Appleton, WI

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