KOM Wealth Management Group, LLC

Kenneth Mc Glone is a financial advisor at KOM Wealth Management Group, LLC with four years of industry experience. He holds a Series 65 designation and has been part of the Kerntke Otto McGlone Wealth Management Group since 2020. Outside of his advisory role, he owns and operates McGlone Fitness Group, Inc., a fitness center in Appleton, WI. KOM Wealth Management Group is an SEC-registered advisory firm managing over $385 million in client assets and serving a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs a continuous-monitoring approach using cyclical, fundamental, and technical analysis, and offers a range of investment strategies alongside periodic client communications beyond standard account reporting.

Kaley Klepps is a financial advisor at KOM Wealth Management Group, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Kerntke Otto McGlone Wealth Management Group since 2019. Prior to that, she was employed at ManpowerGroup for five years. Klepps also operates as an independent insurance agent for various companies. KOM Wealth Management Group is an SEC-registered advisory firm managing over $385 million in client assets. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, using a continuous-monitoring approach and a range of investment strategies including complex instruments and referrals to independent managers.

Richard Otto is a CFP® with 33 years of industry experience, currently serving at KOM Wealth Management Group, LLC. He has worked at Kerntke Otto McGlone Wealth Management since 2007 and was previously with Cambridge Investment Research, Inc. from 2007 to 2016. In addition to his advisory role, he is an independent insurance agent for various companies. KOM Wealth Management Group is an SEC-registered firm managing over $385 million in client assets and serving a diverse client base that includes individuals, high-net-worth clients, and institutional entities. The firm employs a continuous-monitoring approach using cyclical, fundamental, and technical analysis, and offers a range of investment strategies including the use of complex instruments and referrals to independent managers.

Troy Sommerfeld is a financial advisor with KOM Wealth Management Group, LLC, holding a Series 66 designation and six years of industry experience. He has worked at Ameriprise Financial Services since 2019 and has prior experience at Omega Thermo Products and American Roller - CREW. In addition to his advisory role, he is an independent insurance agent for various companies. KOM Wealth Management Group is an SEC-registered advisory firm managing over $385 million in client assets and serving a diverse client base that includes individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs a continuous-monitoring approach using cyclical, fundamental, and technical analysis and offers a range of investment strategies, including the use of complex instruments and referrals to independent managers.

James Mcglone is a CFP® with 30 years of industry experience, currently serving at KOM Wealth Management Group, LLC. He has worked at Kerntke Otto Mcglone Wealth Management Group since 2007 and was previously with Cambridge Investment Research, Inc. He is also an independent insurance agent for various companies. KOM Wealth Management Group is an SEC-registered advisory firm managing over $385 million in client assets. The firm serves individuals, high-net-worth clients, pension plans, trusts, estates, charitable organizations, and business entities, employing a continuous-monitoring approach with diverse strategies including cyclical, fundamental, and technical analysis.

Macy Strickland is a financial advisor at KOM Wealth Management Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining KOM, Macy worked at Eastern Illinois University and the University of Wisconsin, and has experience with the Kerntke Otto McGlone Wealth Management Group and Hortonville Area School District. KOM Wealth Management Group is an SEC-registered firm managing over $385 million in client assets and serves individuals, high-net-worth clients, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a continuous-monitoring investment approach using cyclical, fundamental, and technical analysis, offering a range of strategies that include trading, margin, option writing, and complex instruments, supplemented by periodic client communications beyond standard reporting.