Matthew Charles Suttner
Investment Adviser Representative at Mcglone Suttner Wealth Management, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew Charles Suttner is an investment adviser representative with Mcglone Suttner Wealth Management, Inc. in Appleton, WI, where they have been registered since 2022. They have worked in the securities industry since 2021 and were previously registered with Aegis Financial. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Wisconsin.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Kimberly-Clark CorpJan 2013 – Apr 2021Neenah, WI
- AEGIS FinancialApr 2021 – Jan 2022Oshkosh, WI
- AEGIS FinancialApr 2021 – Jan 2022Appleton, WI
- McGlone Suttner Wealth ManagementJan 2022 – no end date reportedAppleton, WI
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Mcglone Suttner Wealth Management, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.015
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Appleton, WI
- SEC file number:
- 801-112692
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 26, 2026
View full firm profileOther advisors at Mcglone Suttner Wealth Management, Inc.
7 other advisors in the directory
Similar advisors in Appleton, WI
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Charles Suttner has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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