Jim McGlone Email & Phone Number
Senior Partner @ Kerntke Otto McGlone Wealth Management Group
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Jim McGlone Location
- Appleton, WI, US
Jim McGlone Work
- 2007 -now Senior Partner @
- 2007 -now Senior Partner @
- 1995 -2007 Financial Advisor - Advanced Advisor Group @
Jim McGlone Education
- The American College
MS (Financial Services)
2008-2010 - Ripon College
BA (Economics, Business, Math)
1989-1993
Jim McGlone Skills
- Estate Planning
- Financial Advisory
- Personal Finance
- Investments
- Risk Management
- Finance
- Certified Financial Planner
- Retirement
- Investment Advisory
- Financial Services
- Retirement Planning
- Wealth Management
- Financial Planning
Jim McGlone Summary
- Jim McGlone, based in Appleton, WI, US, is currently a Senior Partner at Kerntke Otto McGlone Wealth Management Group. Jim McGlone brings experience from previous roles at Kerntke Otto McGlone Wealth Management Group and Ameriprise Financial. Jim McGlone holds a 2008 - 2010 MS in Financial Services @ The American College. With a robust skill set that includes Estate Planning, Financial Advisory, Personal Finance, Investments, Risk Management and more. Jim McGlone has 2 emails and 2 mobile phone numbers on RocketReach.
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