Matthew Charles Suttner
Professional Summary
Matthew Charles Suttner is a registered financial advisor currently at MCGLONE SUTTNER WEALTH MANAGEMENT, INC. located in Appleton, Wisconsin. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Matthew has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
ALLSTATE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MORGAN STANLEY
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
ALLSTATE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MORGAN STANLEY
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
ALLSTATE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MORGAN STANLEY
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
ALLSTATE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MORGAN STANLEY
Years of Experience
5 years in the financial services industry
Current & Past Employments
Similar Advisors
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
ALLSTATE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MORGAN STANLEY
Current Firm
APPLETON CAPITAL PARTNERS, INC. | VERUS INVESTMENT ADVISORY GROUP, INC. | VERUS INVESTMENT ADVISORY GROUP | MCGLONE SUTTNER WEALTH MANAGEMENT, INC.
Contact Information
Main Address
3501 E Evergreen Drive Ste A, Appleton, WI 54913Phone Number
(920) 882-5299# of Employees
15SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,913AUM (Assets Under Management)
$1,005,855,882Similar Advisors
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
ALLSTATE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MORGAN STANLEY
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
ALLSTATE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MORGAN STANLEY
Primary Firm SEC Registration
APPLETON CAPITAL PARTNERS, INC. | VERUS INVESTMENT ADVISORY GROUP, INC. | VERUS INVESTMENT ADVISORY GROUP | MCGLONE SUTTNER WEALTH MANAGEMENT, INC.
State Registrations and Notice Filings
(2/15/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
ALLSTATE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MORGAN STANLEY
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Charles Suttner's CRS (Customer Relationship Summary).
Similar Advisors
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
ALLSTATE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MORGAN STANLEY
