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Kaley Marie Klepps

Kom Wealth Management Group, LLC

Appleton, WI

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Current Employers
Kom Wealth Management Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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
CodeExamDate
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

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Other Offices

MORGAN STANLEY · APPLETON, WI
PRIVATE CLIENT SERVICES, LLC · Appleton, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · APPLETON, WI
KAMKO FINANCIAL · APPLETON, WI
ASC 401(K) MANAGEMENT · APPLETON, WI
STIFEL, NICOLAUS & COMPANY, INCORPORATED · APPLETON, WI
CREATIVEONE SECURITIES, LLC · Appleton, WI
OSAIC WEALTH, INC. · APPLETON, WI

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