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 (along with his CFP®). 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 collabor

Peter Van Beek
Wealth Advisor
McGlone Suttner Wealth Management Inc
United States, Wisconsin, Appleton
About Me
Profile Information
Wealth Advisor
McGlone Suttner Wealth Management Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Appleton
Wisconsin
United States
Aug 29, 2025
More profiles to browse
TS
Thomas Suttner
Senior Partner, Owner
Matthew Suttner
Wealth Advisor
KP
Keith Peters
Vice President, Senior Wealth Advisor
Jason McGlone
Senior Partner/Owner and Founding Member
You Might Like
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
PM
Prtima MISHRA1
Software Engineer
PA TEST
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors