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Nathaniel C Klutz

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 2026-05-21
  • WI RA
    APPROVED
    Since 2026-05-21

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
Mcglone Suttner Wealth Management, Inc. Appleton WI 05/2026 Present
Keybank Buffalo NY 06/2024 08/2025
Key Investment Services Llc Buffalo NY 08/2025 03/2026
Canisius University Buffalo NY 08/2023 05/2024
Medaille College Buffalo NY 08/2020 05/2023
Gnc Orchard Park NY 01/2024 06/2024
Keybank Buffalo NY 05/2023 07/2023
Unemployed Buffalo NY 07/2023 08/2023
Loreto Sixth Form Manchester 08/2017 06/2019
Ashton On Mersey High School Sale 08/2012 06/2017
Unemployed Sale 06/2017 08/2017
Impact Basketball Academy Las Vegas NV 09/2019 03/2020
Unemployed Sale 03/2020 08/2020
Sports Direct Manchester 06/2019 08/2019
  • 05/2026 → Present
    Mcglone Suttner Wealth Management, Inc.
    Appleton, WI
  • 06/2024 → 08/2025
    Keybank
    Buffalo, NY
  • 08/2025 → 03/2026
    Key Investment Services Llc
    Buffalo, NY
  • 08/2023 → 05/2024
    Canisius University
    Buffalo, NY
  • 08/2020 → 05/2023
    Medaille College
    Buffalo, NY
  • 01/2024 → 06/2024
    Gnc
    Orchard Park, NY
  • 05/2023 → 07/2023
    Keybank
    Buffalo, NY
  • 07/2023 → 08/2023
    Unemployed
    Buffalo, NY
  • 08/2017 → 06/2019
    Loreto Sixth Form
    Manchester
  • 08/2012 → 06/2017
    Ashton On Mersey High School
    Sale
  • 06/2017 → 08/2017
    Unemployed
    Sale
  • 09/2019 → 03/2020
    Impact Basketball Academy
    Las Vegas, NV
  • 03/2020 → 08/2020
    Unemployed
    Sale
  • 06/2019 → 08/2019
    Sports Direct
    Manchester
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-20
S63 Uniform Securities Agent State Law Examination 2025-08-09
  • S65 Uniform Investment Adviser Law Examination
    2026-04-20
  • S63 Uniform Securities Agent State Law Examination
    2025-08-09
Other Names
  • Nathaniel Klutz
  • Nathaniel Caleb Warren Klutz

View on SEC IAPD

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