PV
Peter G. Van Beek
MCGLONE SUTTNER WEALTH MANAGEMENT
Appleton, WI 54913
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CRD#: 7123916
PV
Professional summary
Peter G Van Beek, CFP®, who also goes by Peter Van Beek, is a registered financial advisor currently at MCGLONE SUTTNER WEALTH MANAGEMENT, INC. located in Appleton, Wisconsin.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Peter has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Peter Van Beek
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Insurance; Investment related: Yes; Location: 3501 E Evergreen Dr Suite A Appleton WI 54913 US; Position Title: Insurance Producer; Responsibilities Duties: Discuss clients insurance needs and recommend appropriate insurance products for their use; Start date: 2022-01-02; Hours per month during trading hours: 5; Hours per month outside trading hours: 2. 2. Van Beek Real Estate LLC; Owner; Investment Related: Yes; 812 W Roberts Ave. Appleton WI 54914; 2023-02-01; Rental Real Estate Property Management; 1 Hour per month devoted to business outside trading hours; 4 Percentage of total yearly compensation expected to be derived from the business.
CRS (Client Relationship Summary) - RIA
Click below to view Peter G Van Beek's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2022
Experience
Current
December 7, 2021 - Present
MCGLONE SUTTNER WEALTH MANAGEMENT, INC.
Office #1: 3501 E Evergreen Drive Ste A, Appleton, WI 54913RIA
CRD#: 149830
Appleton, WI
Past
November 19, 2019 - February 1, 2022
KOM WEALTH MANAGEMENT GROUP, LLC
RIA
CRD#: 142682
APPLETON, WI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MS
MCGLONE SUTTNER WEALTH MANAGEMENT, INC.
APPLETON CAPITAL PARTNERS, INC. | VERUS INVESTMENT ADVISORY GROUP, INC. | VERUS INVESTMENT ADVISORY GROUP | MCGLONE SUTTNER WEALTH MANAGEMENT, INC.
CRD#: 149830 / SEC#: 801-112692
RIA
Registered Investment Advisory firm - (3/22/2018 Approved)Wisconsin
Registered Investment Advisory firm - (3/27/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Wisconsin(12/7/2021)
Current Firm
MS
MCGLONE SUTTNER WEALTH MANAGEMENT, INC.
APPLETON CAPITAL PARTNERS, INC. | VERUS INVESTMENT ADVISORY GROUP, INC. | VERUS INVESTMENT ADVISORY GROUP | MCGLONE SUTTNER WEALTH MANAGEMENT, INC.
CRD#: 149830 / SEC#: 801-112692
RIA
Registered Investment Advisory firm - (3/22/2018 Approved)Wisconsin
Registered Investment Advisory firm - (3/27/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3501 E Evergreen Drive Ste A, Appleton, WI 54913
Mailing Address
Phone number
(920) 882-5299
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,722 |
| AUM (Assets Under Management) | $ 815,977,938 |
Red Flags
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