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3501 E Evergreen Drive Ste A, Appleton, WI 54913 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2009-04-03 |
Branch Locations
3501 E Evergreen Drive Ste A, Appleton, WI 54913 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcglone Suttner Wealth Management, Inc. | Appleton | WI | 12/2021 | Present |
| Verus Investment Advisory Group, Inc. | Appleton | WI | 04/2006 | 11/2021 |
1) BAY-LAKES COUNCIL, BS OF A, INVESTMENT RELATED, GREAT NORTHERN DRICE, APPLETON WI 54914- INVESTMENT REVIEW COMMITTEE, 1-2 HOURS/QUARTER- 3RD PARTY MONEY MANAGEMENT TO OVERSEE PORTFOLIO- NO TRADING AUTHORITY OR COMPENSATION. 2) INSURANCE; INVESTMENT RELATED: YES; LOCATION: 3501 E EVERGREEN DRIVE, STE A APPLETON WI 54913 UNITED STATES; POSITION TITLE: INSURANCE PRODUCER; RESPONSIBILITIES DUTIES: DISCUSS CLIENT'S INSURANCE NEEDS AND RECOMMEND APPROPRIATE INSURANCE PRODUCTS FOR THEIR USE. ; START DATE: 2022-01-02; HOURS PER MONTH DURING TRADING HOURS: 8; HOURS PER MONTH OUTSIDE TRADING HOURS: 2.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-01 |
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