As a Senior Partner and founding member of McGlone Suttner Wealth Management, I am a Certified Financial Planner™ professional and a Registered Investment Advisor Representative. I hold a Bachelor of Science Degree in Economics from Northern Michigan University and earned my Master of Science Degree in Financial Services (MSFS) from the Richard D. Irwin Graduate School at The American College in Bryn Mawr, Pennsylvania. I am also a member of the Academy of Preferred Financial Advisors, partnering with the industry’s best advisors. A professional commitment to higher education puts me into a select group of advisors with the expertise to address a broad range of complex financial issues. T

Jason McGlone
Senior Partner/Owner and Founding Member
McGlone Suttner Wealth Management Inc
United States, Wisconsin, Appleton
About Me
Profile Information
Senior Partner/Owner and Founding Member
McGlone Suttner Wealth Management Inc
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Appleton
Wisconsin
United States
Aug 25, 2025
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