Peter G Van beek
Investment adviser representative at Mcglone Suttner Wealth Management, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$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
12 years in the industry.
- Mcglone Suttner Wealth Management, Inc.Dec 2021 to now
- Mcglone Suttner Wealth Managment, Inc.Nov 2021 to now
- Kerntke Otto Mcglone Wealth Management GroupAug 2019 to Feb 2022
- Northwestern Mutual LifeJun 2019 to Aug 2019
- St Mary's Surgery and Care CenterMay 2017 to May 2019
- Alten Haus Assisted LivingJun 2016 to Jan 2017
- Uw MadisonAug 2014 to Jun 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
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
- 7123916
- Firm CRD
- 149830