Keith Forrest Peters
Investment adviser representative at Mcglone Suttner Wealth Management, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Mcglone Suttner Wealth Management, Inc.Nov 2021 to now
- Kerntke Otto Mcglone Wealth Management GroupOct 2018 to Feb 2022
- Associated BankMay 2015 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (WI).
Mcglone Suttner Wealth Management, Inc.
$1BAssets managed
708Clients
9Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2123214
- Firm CRD
- 149830