Jason Mc Glone
Mcglone Suttner Wealth Management · Appleton, Wisconsin
Jason Mc Glone is a fee-only financial advisor at Mcglone Suttner Wealth Management in Appleton, Wisconsin, who holds the CFP credential. Mcglone Suttner Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Mcglone Suttner Wealth Management |
|---|---|
| Based in | Appleton, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.01B across 2,913 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WI · CRD 3078445 |
| Exams passed | Series 63 (1998) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.mcglonesuttner.com |
| Profile |
How Jason's firm compares
- Mcglone Suttner Wealth Management's average account is about $345,000, from its Form ADV (assets managed divided by 2,913 accounts).
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Questions about Jason
Is Jason Mc Glone a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Mcglone Suttner Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Mcglone Suttner Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jason Mc Glone based?
Jason Mc Glone is based in Appleton, Wisconsin.
What credentials does Jason Mc Glone hold?
Jason Mc Glone holds the CFP credential.
Is Jason Mc Glone registered with the SEC?
Yes. Jason Mc Glone is registered as an investment adviser representative in TX and WI (CRD 3078445), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mcglone Suttner Wealth Management manage?
Mcglone Suttner Wealth Management reports $1.01B across 2,913 accounts in assets under management.
How do I contact Jason Mc Glone?
Through Jason's website, www.mcglonesuttner.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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