Peter Van Beek
Mcglone Suttner Wealth Management · Appleton, Wisconsin
Peter Van Beek is a fee-only financial advisor at Mcglone Suttner Wealth Management in Appleton, Wisconsin, who holds the CFP and ChFC credentials. 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 · ChFC |
| SEC registration | Investment adviser representative in WI · CRD 7123916 |
| Exams passed | Series 65 (2019) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.mcglonesuttner.com |
How Peter'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 Peter
Is Peter Van Beek a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter 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 Peter charge for financial advice?
Peter's firm, Mcglone Suttner Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Peter Van Beek based?
Peter Van Beek is based in Appleton, Wisconsin.
What credentials does Peter Van Beek hold?
Peter Van Beek holds the CFP and ChFC credentials.
Is Peter Van Beek registered with the SEC?
Yes. Peter Van Beek is registered as an investment adviser representative in WI (CRD 7123916), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
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 Peter Van Beek?
Through Peter'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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