Nathaniel C Klutz
Investment adviser representative at Mcglone Suttner Wealth Management, Inc.
14 yearsExperience
1 stateRegistered in
$1BFirm assets
8 yearsFirm in business
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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
- Pension consulting
Experience
14 years in the industry.
- Mcglone Suttner Wealth Management, Inc.May 2026 to now
- Key Investment Services LLCAug 2025 to Mar 2026
- KeybankJun 2024 to Aug 2025
- GncJan 2024 to Jun 2024
- Canisius UniversityAug 2023 to May 2024
- UnemployedJul 2023 to Aug 2023
- KeybankMay 2023 to Jul 2023
- Medaille CollegeAug 2020 to May 2023
- UnemployedMar 2020 to Aug 2020
- Impact Basketball AcademySep 2019 to Mar 2020
- Sports DirectJun 2019 to Aug 2019
- Loreto Sixth FormAug 2017 to Jun 2019
- UnemployedJun 2017 to Aug 2017
- Ashton On Mersey High SchoolAug 2012 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (WI).
Mcglone Suttner Wealth Management, Inc.
$1BAssets managed
708Clients
9Advisers
8 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
- 8124119
- Firm CRD
- 149830