Company Information

Get to know Kerntke Otto McGlone Wealth Management Group

The Kerntke Otto McGlone Group is a team of financial advisors and wealth management professionals affiliated with Robert W. Baird & Co. (Baird), a global financial services firm. Established to serve individuals, families, and institutions, the group specializes in creating comprehensive wealth management strategies. Their core services include detailed financial planning, investment consulting, and advanced planning in areas such as retirement, estate planning, and wealth transfer. The group emphasizes a client-centric approach, combining their team's expertise with the extensive resources of Baird to meet complex financial goals.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Kerntke Otto McGlone Wealth Management Group

United States

Founded in

2007 (19 Years)

Founded

Last online: No recent activity

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.