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RIA / WealthAdvisorCertified Financial Planner18 years in industry

JOSEPH MATTHEW TUCCINI

Advisor at MCGLONE SUTTNER WEALTH MANAGEMENT, INC.

APPLETON, WI

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Search this name across graphsid dfx:ria:e6f4422c-5766-8fb9-cf1a-c385e9f035dc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Mar 25, 2008 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Mar 24, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Mar 24, 2008
First registration: Mar 25, 2008
Dual registered: no
Other names: MATT TUCCINI|J. MATTHEW TUCCINI|JOSEPH M TUCCINI|JOSEPH TUCCINI|J MATT TUCCINI|MATTHEW TUCCINI|Matthew Tuccini
IAPD individual key: 4783938

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MCGLONE SUTTNER WEALTH MANAGEMENT, INC.	Independent wealth	Jan 1, 2026	n/a	yes	APPLETON, WI	Current employment
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jan 22, 2024	Feb 27, 2025	no	MARQUETTE, MI\|Marquette, MI	Previous registration
B.A. ROBERTS FINANCIAL SERVICES, INC.	Independent wealth	Jan 8, 2018	Nov 14, 2023	no	MARQUETTE, MI	Previous registration
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	May 21, 2012	Dec 31, 2017	no	MARQUETTE, MI	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Oct 1, 2010	Apr 17, 2012	no	MARQUETTE, MI	Previous registration
ASSETMARK, INC.	Bd affiliated wealth	Apr 13, 2010	Aug 31, 2010	no	CONCORD, CA	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Jun 3, 2009	Mar 4, 2010	no	CHICAGO, IL\|ST. LOUIS, MO	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Mar 25, 2008	Apr 27, 2009	no	CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMERIPRISE FINANCIAL SERVICES, LLC	MCGLONE SUTTNER WEALTH MANAGEMENT, INC.	Feb 27, 2025	Jan 1, 2026	308	Firm change	Ibd to RIA
B.A. ROBERTS FINANCIAL SERVICES, INC.	AMERIPRISE FINANCIAL SERVICES, LLC	Nov 14, 2023	Jan 22, 2024	69	Firm change	RIA to ibd
SAGEPOINT FINANCIAL, INC.	B.A. ROBERTS FINANCIAL SERVICES, INC.	Dec 31, 2017	Jan 8, 2018	8	Firm change	Ibd to new firm
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	SAGEPOINT FINANCIAL, INC.	Apr 17, 2012	May 21, 2012	34	Firm change	Other
ASSETMARK, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Aug 31, 2010	Oct 1, 2010	31	Firm change	Other
MSI FINANCIAL SERVICES, INC.	ASSETMARK, INC.	Mar 4, 2010	Apr 13, 2010	40	Firm change	Other
VALIC FINANCIAL ADVISORS, INC.	MSI FINANCIAL SERVICES, INC.	Apr 27, 2009	Jun 3, 2009	37	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
133763:289856:MI:2017-12-31	Dec 31, 2017	Jan 8, 2018	MARQUETTE, MI	Firm change

Relationships

Registered with (8)

→ MCGLONE SUTTNER WEALTH MANAGEMENT, INC.Registered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jan 22, 2024 to Feb 27, 2025factForm ADV
→ B.A. ROBERTS FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jan 8, 2018 to Nov 14, 2023factForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
May 21, 2012 to Dec 31, 2017factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Oct 1, 2010 to Apr 17, 2012factForm ADV
→ ASSETMARK, INC.Registered adviserregistration: previous registration
Apr 13, 2010 to Aug 31, 2010factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jun 3, 2009 to Mar 4, 2010factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Mar 25, 2008 to Apr 27, 2009factForm ADV

Dated events

Occurred
Feb 27, 2025
Advisor changed firm
Joseph Matthew Tuccini left Ameriprise Financial Services, Llc for Mcglone Suttner Wealth Management, Inc. (registered 2026-01-01)
Form ADVobserved 5 days ago
Occurred
Nov 14, 2023
Advisor changed firm
Joseph Matthew Tuccini left B.A. Roberts Financial Services, Inc. for Ameriprise Financial Services, Llc (registered 2024-01-22)
Form ADVobserved 5 days ago