Peter Kerntke
Fondatore presso Kerntke Otto McGlone Wealth Management Group LLC
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
Società | Posizione | Inizio |
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Kerntke Otto McGlone Wealth Management Group LLC
Kerntke Otto McGlone Wealth Management Group LLC Investment ManagersFinance Kerntke Otto McGlone Wealth Management Group LLC (KOM Wealth Management Group) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Worthington, Ohio. The firm was founded by C. Peter Kerntke, R. Michael Otto and James McGlone in 2007. KOM Wealth Management Group provides wealth management services to high net worth individual and their families. | Fondatore | 01/01/2007 |
Formazione di Peter Kerntke
University of Wisconsin Oshkosh | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Kerntke Otto McGlone Wealth Management Group LLC
Kerntke Otto McGlone Wealth Management Group LLC Investment ManagersFinance Kerntke Otto McGlone Wealth Management Group LLC (KOM Wealth Management Group) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Worthington, Ohio. The firm was founded by C. Peter Kerntke, R. Michael Otto and James McGlone in 2007. KOM Wealth Management Group provides wealth management services to high net worth individual and their families. | Finance |
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