McGlone Suttner Wealth Management
Financial Services • 
Appleton, Wisconsin, United States • 11-20 Employees
Company overview
| Headquarters | 3501 E Evergreen Dr, Suite A, Appleton, Wisconsin 54913, US |
| Phone number | +19207333872 |
| Website | |
| NAICS | 52 |
| Keywords | Retirement Planning, Financial Strategies, Investment Services, Client Services, Family Wealth Planning, Tax Reduction Planning |
| Employees | 11-20 |
| Socials |
Key Contacts at McGlone Suttner Wealth Management
Thomas J. Suttner
Senior Partner/Owner At Mcglone Suttner Wealth Management, Inc.
Jason Mcglone
Senior Partner/Owner
McGlone Suttner Wealth Management Email Formats
McGlone Suttner Wealth Management uses 3 email formats. The most common is {first name} (e.g., john@mcglonesuttner.com), used 61.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@mcglonesuttner.com | 61.5% |
{first initial} | j@mcglonesuttner.com | 38.5% |
About McGlone Suttner Wealth Management
As a Registered Investment Advisory Firm, we believe in a client-centric approach that centers around "Your Family. Your Future. Our Focus". We act as fiduciaries for our clients, always putting their interests first and establishing long-term relationships based on active, personal engagement. Our mission is to provide honest and objective advice, while strongly advocating for education and transparency. We firmly believe that knowledge empowers our clients to make informed decisions about their finances, and that transparency builds trust and confidence. Our staff is truly dedicated to investing in you, driven by a genuine care and concern for your well-being and long-term financial goals. We understand that change is a constant in life, and our goal is to listen and understand the changes our clients are experiencing, providing guidance and support to help them navigate through these events. Ultimately, our focus is on investing in you, helping you achieve financial peace of mind and a secure future for your family.
McGlone Suttner Wealth Management revenue & valuation
| Annual revenue | $1,283,325 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
McGlone Suttner Wealth Management has 5 employees across 2 departments.
Departments
Number of employees
Funding Data
McGlone Suttner Wealth Management has never raised funding before.
United Kingdom
Frequently asked questions
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