Peter Van beek

from Mcglone Suttner Wealth Management, Inc.
SEC regulated
Regulated Investment Advisor
Peter Van beek is a financial advisor based in Wisconsin, Appleton, with 15 years of experience. Peter currently works for Mcglone Suttner Wealth Management, Inc.. Peter maintains a S65 license (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Peter Van beek works at Mcglone Suttner Wealth Management, Inc.
Mcglone Suttner Wealth Management, Inc. is a financial advisory firm based in Appleton, Wisconsin. It currently has approximately $549,050,926 of assets under management and employs about 11 people. Mcglone Suttner Wealth Management, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
2 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
3501 E Evergreen Drive, Ste A, Appleton, Wisconsin, 54913

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