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Matthew Charles Suttner

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
WI RA APPROVED 2022-02-15
  • WI RA
    APPROVED
    Since 2022-02-15

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
Kimberly-Clark Corp Neenah WI 01/2013 04/2021
Aegis Financial Oshkosh WI 04/2021 01/2022
Aegis Financial Appleton WI 04/2021 01/2022
Mcglone Suttner Wealth Management Appleton WI 01/2022 Present
  • 01/2013 → 04/2021
    Kimberly-Clark Corp
    Neenah, WI
  • 04/2021 → 01/2022
    Aegis Financial
    Oshkosh, WI
  • 04/2021 → 01/2022
    Aegis Financial
    Appleton, WI
  • 01/2022 → Present
    Mcglone Suttner Wealth Management
    Appleton, WI
Previous Registrations
  • 2021-08-25 → 2022-01-25
    Aegis Financial
    Oshkosh, WI
    Appleton, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-30
  • S65 Uniform Investment Adviser Law Examination
    2021-07-30

View on SEC IAPD

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