Nathaniel Klutz
Mcglone Suttner Wealth Management · Appleton, Wisconsin
Nathaniel Klutz is a fee-only financial advisor at Mcglone Suttner Wealth Management in Appleton, Wisconsin. 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 |
| SEC registration | Investment adviser representative in WI · CRD 8124119 |
| Exams passed | Series 63 (2025) · Series 65 (2026) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.mcglonesuttner.com |
How Nathaniel'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 Nathaniel
Is Nathaniel Klutz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathaniel 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 Nathaniel charge for financial advice?
Nathaniel's firm, Mcglone Suttner Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nathaniel Klutz based?
Nathaniel Klutz is based in Appleton, Wisconsin.
Is Nathaniel Klutz registered with the SEC?
Yes. Nathaniel Klutz is registered as an investment adviser representative in WI (CRD 8124119), 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 Nathaniel Klutz?
Through Nathaniel'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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