Matthew Krueger
Mcglone Suttner Wealth Management · Appleton, Wisconsin
Matthew Krueger 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 WI · CRD 7823994 |
| Exams passed | Series 65 (2023) · Series 66 (2023) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.mcglonesuttner.com |
How Matthew'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 Matthew
Is Matthew Krueger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew 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 Matthew charge for financial advice?
Matthew's firm, Mcglone Suttner Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Krueger based?
Matthew Krueger is based in Appleton, Wisconsin.
What credentials does Matthew Krueger hold?
Matthew Krueger holds the CFP credential.
Is Matthew Krueger registered with the SEC?
Yes. Matthew Krueger is registered as an investment adviser representative in WI (CRD 7823994), 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 Matthew Krueger?
Through Matthew'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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