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Our Team

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

James M. McGlone CFP®, MSFS

Founding Partner, Financial Advisor and CCO.
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Kenneth J. McGlone

Partner and Financial Advisor
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Kaley M. Klepps | Client Service Coordinator | KOM Wealth

Kaley M. Klepps

Partner and Financial Advisor
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Troy A. Sommerfeld CFP®, MBA

Partner and Financial Advisor
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R. Michael Otto CFP®, MBA

Founder and Financial Advisor
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C. Peter Kerntke CFP®, MS

Founder and Financial Advisor
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Sharon L. Alba

Senior Client Service Specialist
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Kate A. Michalkiewicz | Client Service Specialist | KOM Wealth

Kate A. Michalkiewicz

Client Service Specialist
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Amy M. Ganser

Client Service Specialist
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Heather M. Gerrits

Client Service Specialist
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Michelle A. Rausch

Receptionist
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Tucker J.C. McGlone

Client Service Specialist
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Investment Advisor Representative, Kerntke Otto McGlone Wealth Management Group, A Registered Investment Advisor. To clients of AR, AZ, CA, CO, FL, GA, IA, IL, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NY, OH, PA, SC, TX, VA, WA, & WI.

WARRANTIES & DISCLAIMERS

There are no warranties implied.

Kerntke Otto McGlone Wealth Management Group (KOM) is a registered investment adviser located in Appleton, Wisconsin.  KOM may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. KOM’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of KOM’s website on the Internet should not be construed by any consumer and/or prospective client as KOM’s solicitation to affect, or attempt to affect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by KOM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of KOM, please contact the state securities regulators for those states in which KOM maintains a registration filing. A copy of KOM’s current written disclosure statement discussing KOM’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov-  or from KOM upon written request. KOM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to KOM’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only, and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk, and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

KOM, throughout its website, has provided links to various other websites. While KOM believes this information to be current and valuable to its clients, KOM provides these links on a strictly informational basis only and cannot be held liable for the accuracy, time-sensitive nature, or viability of any information shown on these sites.

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