Peter Kerntke

Peter Kerntke

Fondatore presso Kerntke Otto McGlone Wealth Management Group LLC

Finance
Consumer Services

Profilo

Mr. Claus P.
Kerntke is a Senior Partner & Individual Securities Specialist at Kerntke Otto McGlone Wealth Management Group LLC.
He is also a Founding Partner of the firm.
He focuses on helping his clients meet their retirement goals, ensuring a comfortable retirement income, building and maintaining family wealth, and minimizing the risks associated with wealth accumulation.
He works with his clients to help them develop a systematic strategy, while taking into account tax issues, to meet their financial goals with reduced volatility.
Mr. Kerntke began his professional career as an Auditor for Grant Thornton CPAs.
He then became an accountant for Gold Bond, located in Green Bay, Wisconsin.
In 1986, he became a financial advisor for Ameriprise Financial, formerly American Express financial Advisors.
He received his Bachelor of Finance and Operations Management degree and a Master’s degree in Accounting from the University of Wisconsin Oshkosh.
He is a Certified Financial Planner professional and Registered Investment Advisor representative.

Posizioni attive di Peter Kerntke

SocietàPosizioneInizio
Fondatore 01/01/2007
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Formazione di Peter Kerntke

University of Wisconsin Oshkosh Undergraduate Degree

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