James Mike Mcglone
Investment adviser representative at Kom Wealth Management Group, LLC
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$407.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Kom Wealth Management Group, LLCMar 2017 to now
- Kerntke Otto Mcglone Wealth Management GroupFeb 2007 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Kom Wealth Management Group, LLC
$407.8MAssets managed
575Clients
6Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2563916
- Firm CRD
- 142682