Thomas John Suttner
Financial advisor at McGlone Suttner Wealth Management, Inc. · Appleton, WI
Last updated 2026-10-10
Claim your profileThomas John Suttner is a financial advisor at McGlone Suttner Wealth Management, Inc. in Appleton, WI, CRD 2104792. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2002-04-01.
Registration
- CRD number
- 2104792
- Registration status
- Active
- IAPD registration
- 2002-04-01
- Industry Experience
- 24 years
- Work Experience
- 20 years
- States registered
- WI
Licenses and exams
- Series 63
- Series 65
Designations
- CFP®
- Chartered Financial Consultant
Work history
- 2021-12 to Present · McGlone Suttner Wealth Management, Inc. · Appleton, WI
- 2006-04 to 2021-11 · Verus Investment Advisory Group, Inc. · Appleton, WI
Current employment
- McGlone Suttner Wealth Management, Inc. · Appleton, WI
McGlone Suttner Wealth Management, Inc.
- Regulatory AUM
- $1,005,855,882
- Registered advisors
- 8
- Offices
- 2
- Clients per advisor
- 88.5 (Moderate)
- Average AUM per client
- $1.4M (Low)
- High-net-worth client ratio
- 41.0% (Moderate)
McGlone Suttner Wealth Management, Inc.: advisors, services and reported ETF investments
About
Thomas John Suttner is a CFP®, Chartered Financial Consultant financial advisor at McGlone Suttner Wealth Management, Inc. in Appleton, WI. Reported securities licenses include Series 63 and Series 65. The latest record indicates 24 years of industry experience and 20 years of reported work history.
McGlone Suttner Wealth Management, Inc.'s firm-level Form ADV reports 8 advisors across 2 offices; approximately 88.5 clients per advisor, average assets per client of $1,420,700, and regulatory AUM of $1B; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $711.1M across 73 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Thomas John Suttner personally.
Reported ETF positions
McGlone Suttner Wealth reports 73 ETF positions worth $711.1M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| DFAC — Dimensional U.S. Core Equity 2 ETF | $169.5M |
| IUSV — iShares Core S&P U.S. Value ETF | $73.2M |
| AVUS — Avantis U.S. Equity ETF | $67.8M |
| SCHX — Schwab U.S. Large-Cap ETF | $61.8M |
| FBND — Fidelity Total Bond ETF | $50.7M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
McGlone Suttner Wealth's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $2.4M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $2.4M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $2.2M | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | QYLD — Global X NASDAQ 100 Covered Call ETF | $316.5K | Top 94.7% | Replicability (R²) 66.3% · Residual Sharpe 0.07 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by McGlone Suttner Wealth Management, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Location
3501 E Evergreen Drive, Appleton, WI 54913
8 advisors at this office.
Contact
The firm's filed contact details.
- Phone: (920) 882-5299
- Website: mcglonesuttner.com
Official record
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