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
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Revenue per employee
$507364
-
Variance of revenue growth
0.02
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Annual revenue growth since founding
$328294
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Revenue growth rate from first known quarter to current
-6.6%
Employee Count
11 employees
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Employee growth rate from first known quarter to current
-16.0%
Executives
Kaley Klepps
Associate Advisor
k**@kerntkeottomcglone.comPeter Kerntke
Senior Partner
p**@kerntkeottomcglone.comKim Stumpf
Client Service Coordinator
k**@kerntkeottomcglone.comJames Mcglone
Senior Partner
j**@kerntkeottomcglone.comKatie Michalkiewicz
Client Service Specialist
k**@kerntkeottomcglone.comJason Mcglone
Senior Partner
j**@kerntkeottomcglone.comMike Otto
Position In Practice
m**@kerntkeottomcglone.comKeith Peters
Financial Advisor
k**@kerntkeottomcglone.comKenneth Mcglone
Associate Advisor
k**@kerntkeottomcglone.comG 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
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Key Information
- Name: Kerntke Otto McGlone Wealth Management
- Category: Professional training & coaching
- Industry: Financial Planner
- SIC: 62; 628
- NAICS: 52; 523
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Firmographic data G Score of 6 Founded in 2007 SIC: 62 SIC: 628 NAICS: 52 NAICS: 523 #Finance #Investment Banking
Frequently Asked Questions
Kerntke Otto McGlone Wealth Management's headquarters are located at 3601 E Evergreen Dr Ste 100 Appleton, WI 54913.
Kerntke Otto McGlone Wealth Management's official website is kerntkeottomcglone.com
Kerntke Otto McGlone Wealth Management's annual revenue is $5.6 M.
Kerntke Otto McGlone Wealth Management's SIC: 62; 628
Kerntke Otto McGlone Wealth Management's NAICS: 52; 523.
Kerntke Otto McGlone Wealth Management has 11 employees
Kerntke Otto McGlone Wealth Management is in the industry of Professional training & coaching.