Company Overview
- Headquarters
- 3601 E Evergreen Dr Suite 100, Appleton WI
- Website
- onekom.com
- Phone
- (920) 733-****
- Employees
- 7
- Founded in
- 2007
- Industry
- Financial Services
- NAICS Codes
-
52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities5239 - Other Financial Investment Activities
- SIC Codes
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services628 - Services Allied With The Exchange of Securities Or Commodities
Financials & Stats
Revenue
$6B
Who is Kerntke Otto McGlone Wealth Management Group
Kerntke Otto McGlone Wealth Management Group is an independent Registered Investment Advisory Firm located in Appleton, Wisconsin. They are a small company with 5 employees. Kerntke Otto McGlone Wealth Management Group offers a distinctive approach to wealth management, focusing on personalized financial planning. Their services include investment management, tax reduction strategies, retirement income solutions, and family wealth planning. They cater to families seeking to achieve their financial goals through customized plans. Their experienced team of professionals takes a consultative approach, evaluating clients' unique financial situations to create tailored plans. They strive to deliver practical, executable solutions that address a wide range of complex financial issues. Their website is kerntkeottomcglone.com.
Company Leadership
Kerntke Otto McGlone Wealth Management Group Industry Tags
Kerntke Otto McGlone Wealth Management Group Tech Stack
Companies Similar to Kerntke Otto McGlone Wealth Management Group
Analyze industry trends and opportunities by examining competitors and companies comparable to Kerntke Otto McGlone Wealth Management Group, including their performance metrics, financials, growth dynamics, and competitive benchmarks.
| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 6M | 4 | Chicago, IL | 1995 | |
| 6M | 16 | Springfield, MO | ||
| 6M | 6 | Lewisville, TX | 1991 | |
| 6M | 23 | Los Angeles, CA | 1991 | |
| 6M | 108 | Los Angeles, CA | 2014 |