Broker Check

Firm Disclosures

McGlone Suttner Wealth Management, Inc. (“RIA Firm”) is a registered investment adviser located in Appleton, WI. McGlone Suttner may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. McGlone Suttner’s web site 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 McGlone Suttner’s web site on the Internet should not be construed by any consumer and/or prospective client as McGlone Suttner’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by McGlone Suttner 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 McGlone Suttner, please contact the state securities regulators for those states in which McGlone Suttner maintains a registration filing. A copy of McGlone Suttner’s current written disclosure statement discussing McGlone Suttner’s business operations, services, and fees is available at the SEC’s investment adviser public information website – or from McGlone Suttner upon written request. McGlone Suttner 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 McGlone Suttner’s web site 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. Past performance is not indicative of future performance.

Insurance products and services are offered and sold through McGlone Suttner and individually licensed and appointed insurance agents.

The USA Today/Statista 2023 Best Financial Advisory Firm Award was given in April 2023 based on an independent study of performance in 2022.  McGlone Suttner Wealth Management provided a fee to USA Today/Statista to use the seal for marketing purposes.  The ranking does not guarantee future investment outcomes or a higher level of performance.