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Peter Van Beek

Wealth Advisor

McGlone Suttner Wealth Management Inc

United States, Wisconsin, Appleton

About Me

Peter is a Wealth Advisor with McGlone Suttner Wealth Management. He is a Registered Certified Financial Planner™ professional and a Registered Investment Advisor Representative. Peter earned a Bachelor of Science Degree from the University of Wisconsin-Madison, and he holds a Chartered Financial Consultant (ChFC®) designation from The American College of Financial Services in Pennsylvania. His education and certifications provide him with the knowledge and competency necessary to provide comprehensive personal financial planning advice to clients. As an integral part of the McGlone Suttner advisory team, Peter values establishing a respectful, trusting, and collaborative relationship with a
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Profile Information

Wealth Advisor

McGlone Suttner Wealth Management Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Appleton

Wisconsin

United States

May 15, 2024

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