James Mcglone, CFP, MSFS | Chief Compliance Officer | KOM Wealth

James M. McGlone CFP®, MSFS

President, Founding Partner, CCO and Investment Advisor Representative
920-733-3876

Jim is the President, Founding Partner, and Certified Financial Planner™ professional with KOM Wealth Management Group. He also serves as the firm’s Chief Compliance Officer and is an Investment Advisor Representative.

He holds a Bachelor of Arts degree from Ripon College, with concentrations in Business Administration, Economics, and Mathematics. Jim later earned his Master of Science in Financial Services (MSFS) from the Richard D. Irwin Graduate School at The American College in Bryn Mawr, Pennsylvania.

With over 30 years of experience in the financial services industry, Jim began his career at Ameriprise Financial, where he became a member of their Advanced Advisor Group. In 2007, he co-founded KOM Wealth Management Group. His primary focus is helping individuals and families reach their goals and dreams through long-term, consultative relationships.

Jim, his wife Amy, and their four children live in the Greenville area. As a family, they enjoy an active lifestyle filled with sports, camping, boating, downhill skiing, traveling, reading, and spending time together outdoors.