This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

MCGLONE SUTTNER WEALTH MANAGEMENT, INC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 9, 1997earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Oct 9, 1997

First registration

Nov 16, 2018

Dual registered

no

IAPD individual key

2123214

• Occurred

  Feb 1, 2022
  Advisor changed firm

  Keith Forrest Peters left Kom Wealth Management Group, Llc for Mcglone Suttner Wealth Management, Inc. (registered 2021-12-09)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cbfb05bf-aef5-fed1-7343-640d9e041c51

First observed

Nov 16, 2018

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.