• Kerntke Otto McGlone
  • Kerntke Otto McGlone
  • Kerntke Otto McGlone
  • Kerntke Otto McGlone
  • Kerntke Otto McGlone
  • Kerntke Otto McGlone
  • Kerntke Otto McGlone
  • Kerntke Otto McGlone
  • Kerntke Otto McGlone

Welcome to Kerntke Otto McGlone Wealth Management Group

We are an independent federally registered investment advisor located in Appleton, Wisconsin.

We provide customized strategies and work primarily with individuals and families seeking advice on managing their financial resources.

Our clients benefit from personalized service in the areas of investment, tax, wealth accumulation, education, retirement, estate, and insurance planning.


Our Investment Philosophy
Life Reach

Life Reach

Life Reach

"Where you want to be"

More about life reach
Life Reach
Meet the Team

Meet the Team

  • C. Peter Kerntke, CFP®, MS

    C Peter Kerntke CFP

  • James M. McGlone, CFP®, MSFS

    James M McGlone CFP

  • Jason A McGlone, CFP®, MSFS

    Jason A McGlone CFP

  • R. Michael Otto, CFP®, MBA

    R Michael Otto CFP

Meet the Team
KOM Tax Service

KOM Tax Service

KOM Tax Service

Timely and electronic filing

More about KOM Tax Service
KOM Tax Service

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Kerntke Otto McGlone