James M. McGlone
Jim is Senior Partner, Chief Compliance Officer, & Risk Management Specialists with Kerntke Otto McGlone Wealth Management Group. He is a Certified Financial Planner (TM) professional and an Investment Advisor Representative.
He holds a Bachelor of Arts Degree from Ripon College in Business Administration, Economics and Mathematics. Jim earned his Master of Science in Financial Services (MSFS) degree from the Richard D. Irwin Graduate School at The American College in Bryn Mawr, Pennsylvania.
Jim has more than 24 years of experience in the financial services industry. He started his career with Ameriprise Financial where he became a member of their Advanced Advisor Group. In 2007 he became a founding partner of Kerntke Otto McGlone Wealth Management Group. Jim's primary focus is working with individuals and families to achieve their goals and dreams through a long term consultative relationship.
Jim is married to Amy McGlone. Together they have 4 children. As a family they enjoy the outdoors, swimming, camping, boating, downhill skiing, travel, reading, and spending time together.