Summary

Kerntke Otto McGlone Wealth Management

Founded in 2007

Description

Kerntke Otto McGlone Wealth Management Group, a Federally Registered Investment Advisor, offers much more than you might expect from other advisors. Were life advisors, using an objective, relationship-driven method that keeps our clients best inter...

Strengths

  • Kerntke Otto McGlone Wealth Management has a strong market share in their industry
  • Revenue generated per employee is greater than industry average
  • Demonstrating revenue growth that is faster than the industry average
  • The number of employees is growing faster than the industry average
  • Revenue growth is more steady than the industry average
  • Since Kerntke Otto McGlone Wealth Management was founded, the company has grown faster than the industry average

Annual Revenue

Kerntke Otto McGlone Wealth Management's annual revenue

$5581000

Based on Kona Equity data

  • Revenue per employee

    $507364

  • Variance of revenue growth

    0.02

  • Annual revenue growth since founding

    $328294

  • Revenue growth rate from first known quarter to current

    -6.6%

Employee Count

11 employees

  • Employee growth rate from first known quarter to current

    -16.0%

Executives

Kaley Klepps

Associate Advisor

k**@kerntkeottomcglone.com

Peter Kerntke

Senior Partner

p**@kerntkeottomcglone.com

Kim Stumpf

Client Service Coordinator

k**@kerntkeottomcglone.com

James Mcglone

Senior Partner

j**@kerntkeottomcglone.com

Katie Michalkiewicz

Client Service Specialist

k**@kerntkeottomcglone.com

Jason Mcglone

Senior Partner

j**@kerntkeottomcglone.com

Mike Otto

Position In Practice

m**@kerntkeottomcglone.com

Keith Peters

Financial Advisor

k**@kerntkeottomcglone.com

Kenneth Mcglone

Associate Advisor

k**@kerntkeottomcglone.com

G Score - 6

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G1 Revenue is greater than the industry median.
  • G2 Income per employee more than industry average.
  • G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
  • G4 Employee growth rate from the first known quarter to current is higher than the industry average.
  • G5 Variance of revenue growth is less than the industry average
  • G6 Annual revenue growth since founding is higher than the industry average.

Location

3601 E Evergreen Dr Ste 100 
Appleton, WI  54913

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Key Information

  • SIC: 62; 628
  • NAICS: 52; 523
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Kerntke Otto McGlone Wealth Management.

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Frequently Asked Questions

Where is Kerntke Otto McGlone Wealth Management located?

Kerntke Otto McGlone Wealth Management's headquarters are located at 3601 E Evergreen Dr Ste 100  Appleton, WI  54913.


What is Kerntke Otto McGlone Wealth Management's official website?

Kerntke Otto McGlone Wealth Management's official website is kerntkeottomcglone.com


What is Kerntke Otto McGlone Wealth Management's revenue?

Kerntke Otto McGlone Wealth Management's annual revenue is $5.6 M.


What is Kerntke Otto McGlone Wealth Management's SIC code?

Kerntke Otto McGlone Wealth Management's SIC: 62; 628


What is Kerntke Otto McGlone Wealth Management's NAICS code?

Kerntke Otto McGlone Wealth Management's NAICS: 52; 523.


How many employees does Kerntke Otto McGlone Wealth Management's have?

Kerntke Otto McGlone Wealth Management has 11 employees


What industry does Kerntke Otto McGlone Wealth Management belong to?

Kerntke Otto McGlone Wealth Management is in the industry of Professional training & coaching.

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