AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
NK

Nathaniel C. Klutz

MCGLONE SUTTNER WEALTH MANAGEMENT
APPLETON, WI 54913
CRD#: 8124119
Some features on this profile are disabled
NK
Nathaniel C KlutzMCGLONE SUTTNER WEALTH MANAGEMENT

Professional summary

Nathaniel C Klutz, who also goes by Nathaniel Caleb Warren Klutz, Nathaniel Klutz, is a registered financial advisor currently at MCGLONE SUTTNER WEALTH MANAGEMENT, INC. located in Appleton, Wisconsin.

Nathaniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Nathaniel has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Nathaniel Caleb Warren Klutz | Nathaniel Klutz

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathaniel C Klutz's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 21, 2026 - Present

MCGLONE SUTTNER WEALTH MANAGEMENT, INC.

Office #1: 3501 E Evergreen Drive Ste A, Appleton, WI 54913
RIA
CRD#: 149830
APPLETON, WI
Past

July 29, 2025 - March 30, 2026

KEY INVESTMENT SERVICES LLC

BD
CRD#: 136300
Buffalo, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MS
MCGLONE SUTTNER WEALTH MANAGEMENT, INC.
APPLETON CAPITAL PARTNERS, INC. | VERUS INVESTMENT ADVISORY GROUP, INC. | VERUS INVESTMENT ADVISORY GROUP | MCGLONE SUTTNER WEALTH MANAGEMENT, INC.

CRD#: 149830 / SEC#: 801-112692

RIA
Registered Investment Advisory firm - (3/22/2018 Approved)
Wisconsin
Registered Investment Advisory firm - (3/27/2018 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Wisconsin
(5/21/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/20/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/9/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 7/26/2025
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/24/2025
Securities Industry Essentials Examination

Current Firm

MS
MCGLONE SUTTNER WEALTH MANAGEMENT, INC.
APPLETON CAPITAL PARTNERS, INC. | VERUS INVESTMENT ADVISORY GROUP, INC. | VERUS INVESTMENT ADVISORY GROUP | MCGLONE SUTTNER WEALTH MANAGEMENT, INC.

CRD#: 149830 / SEC#: 801-112692

RIA
Registered Investment Advisory firm - (3/22/2018 Approved)
Wisconsin
Registered Investment Advisory firm - (3/27/2018 Terminated)
Loading...

Contact information

Main Address
3501 E Evergreen Drive Ste A, Appleton, WI 54913
Mailing Address
Phone number
(920) 882-5299
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MCGLONE SUTTNER WEALTH MANAGEMENT, INC. FORM ADV PART 2A (2/26/2026)

Regulatory assets under management

Total Number of Accounts2,913
AUM (Assets Under Management)$ 1,005,855,882

Red Flags

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.

Company Information

MCGLONE SUTTNER WEALTH MANAGEMENT, INC.

CRD#: 149830Appleton, WI 54913

TRUST BUT VERIFY

Monitor Nathaniel Klutz

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stacey Stephenson Hyde
Stacey HydeAdvisorCheck Check Mark
ENVISION FINANCIAL PLANNING, LLC
IAR
MEMPHIS, TN
ME
Madison EppersonAdvisorCheck Check Mark
FBL MARKETING SERVICES, LLC
RR
Nevada, IA
Anna Marie Logan
Anna LoganAdvisorCheck Check Mark
EDWARD JONES
PR
ST. LOUIS, MO
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.