Peter Van Beek (CRD# 7123916) is an Investment Advisor Representative working at Mcglone Suttner Wealth Management, Inc. in Appleton, WI and has over 4 years of experience in the finance industry. Peter Van Beek has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 1487537
Northwestern Mutual Investment Services,llc
Company Name | Location | Dates | Years |
---|---|---|---|
Mcglone Suttner Wealth Managment, Inc. | Appleton, WI | Nov 2021 - Current | 2 |
Kerntke Otto Mcglone Wealth Management Group | Appleton, WI | Aug 2019 - Feb 2022 | 2 |
Northwestern Mutual Life | Middleton, WI | Jun 2019 - Aug 2019 | < 1 |
St Mary's Surgery And Care Center | Madison, WI | May 2017 - May 2019 | 2 |
Uw Madison | Madison, WI | Aug 2014 - Jun 2018 | 3 |
Alten Haus Assisted Living | Neenah, WI | Jun 2016 - Jan 2017 | < 1 |
Pacon | Appleton, WI | Jun 2014 - Sep 2016 | 2 |
Student | Hortonville, WI | Jan 2009 - Jun 2014 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- WI
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Total Assets Under Management689MILLIONS
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Total Number of Accounts2,498ACCOUNTS
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Average Account Value$275,879
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, FL, MN, TN, TX, WI
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