Nathaniel C Klutz
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.
Nathaniel C. Klutz is an investment adviser representative with Mcglone Suttner Wealth Management, Inc. in Appleton, WI, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with KEY Investment Services LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). 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.
- McGlone Suttner Wealth Management, Inc.May 2026 – no end date reportedAppleton, WI
- KeyBankJun 2024 – Aug 2025Buffalo, NY
- Key Investment Services LLCAug 2025 – Mar 2026Buffalo, NY
- Canisius UniversityAug 2023 – May 2024Buffalo, NY
- Medaille CollegeAug 2020 – May 2023Buffalo, NY
- GNCJan 2024 – Jun 2024Orchard Park, NY
- KeyBankMay 2023 – Jul 2023Buffalo, NY
- UnemployedJul 2023 – Aug 2023Buffalo, NY
- Loreto Sixth FormAug 2017 – Jun 2019Manchester
- Ashton on Mersey High SchoolAug 2012 – Jun 2017Sale
- UnemployedJun 2017 – Aug 2017Sale
- Impact Basketball AcademySep 2019 – Mar 2020Las Vegas, NV
- UnemployedMar 2020 – Aug 2020Sale
- Sports DirectJun 2019 – Aug 2019Manchester
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
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nathaniel C Klutz 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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