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Kenneth M
Series 65
Appleton, WI
KOM Wealth Management Group, LLC
Kenneth Mc Glone is a financial advisor with KOM Wealth Management Group, LLC and holds a Series 65 designation. He has five years of industry experience and has worked at Kerntke Otto McGlone Wealth Management Group since 2020. Outside of finance, he owns and operates McGlone Fitness Group, a fitness center. KOM Wealth Management Group provides financial planning, consulting, and investment management services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm utilizes a combination of fundamental, technical, and cyclical analysis, offering a wide range of strategies from long-term buy-and-hold to options trading and engages in regular account monitoring and client communications.
Kaley K
Series 65
Appleton, WI
KOM Wealth Management Group, LLC
Kaley Klepps is a Series 65 credentialed financial advisor with five years of industry experience. She is currently with KOM Wealth Management Group, LLC and has prior work experience at Kerntke Otto McGlone Wealth Management Group and ManpowerGroup. In addition to her advisory role, she is an independent insurance agent for various companies. KOM Wealth Management Group offers financial planning, consulting, and investment management services to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm employs a range of strategies from fundamental to technical analysis and provides extensive client communications and access to complex investment options.
Richard O
CFP®, Series 63
Appleton, WI
KOM Wealth Management Group, LLC
Richard Otto is a CFP® with 34 years of industry experience, currently serving at KOM Wealth Management Group, LLC. He has been associated with Kerntke Otto Mcglone Wealth Management since 2007. In addition to his advisory role, he is an independent insurance agent representing various independent insurance companies. KOM Wealth Management Group provides financial planning, consulting, and investment management to individuals, pension plans, trusts, and other entities. The firm employs a diverse range of strategies from long-term buy-and-hold to short-term trading and offers a broader menu of complex and alternative investment options.
Troy S
Series 66
Appleton, WI
KOM Wealth Management Group, LLC
Troy Sommerfeld is a financial advisor with KOM Wealth Management Group, LLC in Appleton, WI. He holds a Series 66 designation and has six years of industry experience, including prior roles at Ameriprise Financial Services and Omega Thermo Products. He is also an independent insurance agent representing various insurance companies. KOM Wealth Management Group offers financial planning, consulting, and investment management to individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs a range of strategies from long-term investing to shorter-term trading and provides a diverse menu of complex and alternative investment options.
James M
CFP®, Series 63
Appleton, WI
KOM Wealth Management Group, LLC
James Mcglone is a Certified Financial Planner® with 31 years of experience in the financial services industry. He has been with Kerntke Otto McGlone Wealth Management Group since 2007. Outside of advising, he is also an independent insurance agent. KOM Wealth Management Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment strategies from long-term buy-and-hold to shorter-term trading and offers complex and alternative investment options, along with comprehensive client reporting and regular account reviews.
Macy S
Series 65
Appleton, WI
KOM Wealth Management Group, LLC
Macy Strickland is a financial advisor at KOM Wealth Management Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining KOM, Macy worked at Eastern Illinois University and the University of Wisconsin, and has experience with the Kerntke Otto McGlone Wealth Management Group and Hortonville Area School District. KOM Wealth Management Group is an SEC-registered firm managing over $385 million in client assets and serves individuals, high-net-worth clients, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a continuous-monitoring investment approach using cyclical, fundamental, and technical analysis, offering a range of strategies that include trading, margin, option writing, and complex instruments, supplemented by periodic client communications beyond standard reporting.
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