Kerntke Otto McGlone Wealth Management Group

Independent, federally-registered investment advisor located in Appleton, Wisconsin.

Kerntke Otto McGlone Wealth Management Group, a Federally Registered Investment Advisor, offers much more than you might expect from other advisors. We’re life advisors, using an objective, relationship-driven method that keeps our client’s best interest in mind. Our philosophy is based on more than 80 years of collective experience in financial services. Kerntke Otto McGlone Wealth Management Group, a Registered Investment Advisor.

Thank you, Soldiers 🇺🇸

The American Cancer Society Sole Burner 5K Walk-Run presented by ThedaCare Cancer Care.

The American Cancer Society Sole Burner 5K Walk-Run presented by ThedaCare Cancer Care.

Kerntke Otto McGlone Wealth Management Group's cover photo

Kerntke Otto McGlone Wealth Management Group

Join my associate and me Thursday March 22 for a Woman, Wine and Wealth symposium.

[11/18/16]   We’re growing! KOM is looking to add an associate advisor to our staff to support our effort to provide great service and advice to our clients.

The person we’re seeking will have a college degree and experience or education in financial services or accounting. They must be comfortable using technology to implement financial planning analysis and investment research. We would expect them to be professional in appearance and demeanor, have exhibited high ethical standards in past employment, and be oriented to providing service to clients.

If you have a family member or friend who this describes we’d be interested in speaking with them. Please let Peter Kerntke or Mike Otto know at 920-733-3874.

Happy 60th Birthday Pete!!

Hard at work! Katlin spent the day at Kerntke Otto McGlone for bring your child to work day.

Kerntke Otto McGlone Wealth Management Group's cover photo

The Messy Reality of Financial Decisions

Kerntke Otto McGlone Wealth Management Group's cover photo

Would you invest internationally? It's becoming more common. International investments have shown big gains in the past few years! What do you think?

It's coming! How many of you go Black Friday shopping? If you want to plan ahead, here's list of all the deals in the area for next weekend, commence game plan!http://bit.ly/VjRJXc

When it comes to investing, it's almost ALWAYS worth the risk...

This video is from 2009, do think Warren Buffett's advice holds true today? http://bit.ly/1at62OH

If you are one of those people who prefers to do things on your own, Investopedia is a great resource for investment advice and tips! Check it out here..http://www.investopedia.com/articles/basics/06/sevensteps.asp

Fox Cities Convention & Visitors Bureau

Happy Veterans Day and THANK YOU to all those who are and have so bravely served our country.

I think the most anticipated event this weekend will be watching how the Packers fare with Seneca Wallace a second time around. Who's going to be watching the game?

photo from cbssports.com

Do it now!

Would you rather trust someone else, or guess yourself?

Do it right, plan for your future...

It's understandable that people might be hesitant to invest looking back at the past 10 years, but even low risk investments pay off in the long run! Read more about it when you subscribe to our email newsletter...

Kerntke Otto McGlone - Understanding our Process

Our new video! Created together with Aronson Studios, LLC

Think of it as treading water! A lot of work but gets you nowhere...

Halloween is approaching fast, and there are still a lot of fall festivals and haunted houses until it gets here! Check out this weekend guide to Fox Cities events here: http://appletonhub.postcrescent.com/article/20131017/APC0520/310170143/Spooks-ahead-guide-haunted-happenings-weekend

What are three things on your bucket list?

Research says besides becoming a millionaire and traveling the top 3 most common items are
1. See the northern lights
2. Walk the Great Wall of China
3. Pay off my mortgage!

Haha can anyone relate?

Plenty to do this weekend around the Fox Valley! Would you rather get scared at a haunted house or go pick apples? Either way here's Fox Cities Hub's guide... http://appletonhub.postcrescent.com/article/20131010/APC0520/310100158/Freak-Out-Your-spooky-guide-Halloween-Fox-Valley

What is the best piece of advice you've gotten?

For more info like this you can subscribe to our monthly email newsletter! Long story short, there will be bumps along the way but it'll all be okay.

We hope everyone is having a good week getting used to this fall weather! We love this color chart from Travel Wisconsin that shows how colorful the trees are, great idea to decide where to visit this weekend! http://www.travelwisconsin.com/fall-color-report?gclid=CP7Wtszv_bkCFalAMgodxUoAhg&gclsrc=aw.ds

Our new video! Thanks to Aronson Studios, LLC for helping us put it together.

Watch it here: http://vimeo.com/68857153

Some Monday thoughts for you...

Have any plans this weekend? Come to Appleton's Octoberfest downtown! It's Appleton's largest block party, there is plenty to do for everyone in the family!
picture from last year's fest at http://www.octoberfestonline.org/

Our Wednesday quote this week!

One major event going on this weekend, and our very own Peter Kerntke is taking part in it! It's the Community First Fox Cities Marathon Festival of Races! There are lots of spectator spots around the route to come and cheer him on. Can you believe this is his 3rd marathon?! Find the rest of the info for the Marathon here: http://www.foxcitiesmarathon.org/

photo from postcrescent.com

A perfect world!

Cheese and Sausage Fall Fest in New London this weekend! It might be a drive from Appleton but there are a ton of free events and family fun! Get outside and enjoy the great fall weather! Schedule here: http://newlondontourism.com/events/fallfamilyfest.htm

Timeline Photos

The sad reality, but we can help you plan for your kids' college years.

If you are looking for some entertainment this weekend look no further than the Tough Mudder going on this Saturday in Oshkosh on the EAA grounds. There are 13 spectator spots set up to watch the athletes go through the obstacles while you don't have to work out yourself! Photo from Tough Mudder website

That's the dream!

Do you know these guys? If you have off work today, you should know them! Happy Labor Day!
http://1.usa.gov/QKeJMC

Don't forget to come out to the Downtown Appleton Farmer's Market tomorrow, only a couple weeks left! And enjoy your Labor Day weekend! Have any plans?

photo: postcrescent.com

Reap what you sow! "Sow" be kind in your words and your thoughts.

And if you don't plan for your future, don't expect it to work itself out.

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Videos (show all)

Kerntke Otto McGlone - Understanding our Process

Location

Telephone

Website

Address


3601 E Evergreen Dr
Appleton, WI
54913

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 17:00
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