Keith Peters
Mcglone Suttner Wealth Management · Appleton, Wisconsin
Keith Peters is a fee-only financial advisor at Mcglone Suttner Wealth Management in Appleton, Wisconsin, who holds the CFP credential. Mcglone Suttner Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Mcglone Suttner Wealth Management |
|---|---|
| Based in | Appleton, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.01B across 2,913 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WI · CRD 2123214 |
| Exams passed | Series 63 (1997) · Series 65 (2018) |
| Firm size | 15 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.mcglonesuttner.com |
How Keith's firm compares
- Mcglone Suttner Wealth Management's average account is about $345,000, from its Form ADV (assets managed divided by 2,913 accounts).
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Questions about Keith
Is Keith Peters a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Keith holds no broker registration, and Mcglone Suttner Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Keith charge for financial advice?
Keith's firm, Mcglone Suttner Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Keith Peters based?
Keith Peters is based in Appleton, Wisconsin.
What credentials does Keith Peters hold?
Keith Peters holds the CFP credential.
Is Keith Peters registered with the SEC?
Yes. Keith Peters is registered as an investment adviser representative in WI (CRD 2123214), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Mcglone Suttner Wealth Management manage?
Mcglone Suttner Wealth Management reports $1.01B across 2,913 accounts in assets under management.
How do I contact Keith Peters?
Through Keith's website, www.mcglonesuttner.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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