DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Joseph Matthew Tuccini

Mcglone Suttner Wealth Management, Inc.independent RIAAppleton, WiIA-onlyIAPD 4783938

Certified Financial Planner

Feed of 09/14/2026

Also filed as Matt Tuccini

At current firm

0 y

since Jan 1, 2026

In the industry

18 y

since Mar 24, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Mcglone Suttner Wealth Management, Inc. independent RIA current
since Jan 1, 2026 · Appleton, Wi
Ameriprise Financial Services, LLC national BD
Jan 22, 2024 to Feb 27, 2025 · Marquette, Mi
B.A. Roberts Financial Services, Inc. independent RIA
Jan 8, 2018 to Nov 14, 2023 · Marquette, Mi
Sagepoint Financial, Inc. former
May 21, 2012 to Dec 31, 2017 · Marquette, Mi
Raymond James Financial Services Advisors, Inc BD affiliated
Oct 1, 2010 to Apr 17, 2012 · Marquette, Mi
Assetmark, Inc. BD affiliated
Apr 13, 2010 to Aug 31, 2010 · Concord, Ca
Msi Financial Services, Inc. former
Jun 3, 2009 to Mar 4, 2010 · Chicago, Il
Valic Financial Advisors, Inc. BD affiliated
Mar 25, 2008 to Apr 27, 2009 · Chicago, Il

Moves

a registration end followed by a registration begin elsewhere

Ameriprise Financial Services, LLC to Mcglone Suttner Wealth Management, Inc.
left Feb 27, 2025, registered Jan 1, 2026 (308 days) · Affiliated broker-dealer or bank to independent RIA
B.A. Roberts Financial Services, Inc. to Ameriprise Financial Services, LLC
left Nov 14, 2023, registered Jan 22, 2024 (69 days) · RIA to affiliated broker-dealer or bank
Sagepoint Financial, Inc. to B.A. Roberts Financial Services, Inc.
left Dec 31, 2017, registered Jan 8, 2018 (8 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
Raymond James Financial Services Advisors, Inc to Sagepoint Financial, Inc.
left Apr 17, 2012, registered May 21, 2012 (34 days) · Other
Assetmark, Inc. to Raymond James Financial Services Advisors, Inc
left Aug 31, 2010, registered Oct 1, 2010 (31 days) · Other
Msi Financial Services, Inc. to Assetmark, Inc.
left Mar 4, 2010, registered Apr 13, 2010 (40 days) · Other
Valic Financial Advisors, Inc. to Msi Financial Services, Inc.
left Apr 27, 2009, registered Jun 3, 2009 (37 days) · Other

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address