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Keith Peters

Vice President, Senior Wealth Advisor

McGlone Suttner Wealth Management Inc

United States, Wisconsin, Neenah

About Me

Keith is a Senior Wealth Advisor with McGlone Suttner Wealth Management. He is a Certified Financial Planner™ professional and a Registered Investment Advisor Representative. Keith earned his Bachelor of Business Administration in Finance from the University of Wisconsin-Milwaukee. Keith began his career working at the Chicago Board of Trade for a large national brokerage firm. From there, he worked as an independent financial advisor in the Fox Valley and became a Trust Officer and Wealth Advisor for Associated Trust Company in Private Client Services. He served as a financial planner at KOM Wealth Management Group before becoming an integral team member at McGlone Suttner Wealth Management
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Profile Information

Vice President, Senior Wealth Advisor

McGlone Suttner Wealth Management Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Neenah

Wisconsin

United States

May 15, 2024

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