
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
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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