Best Investors Account Sign in
Current Employers
Mcglone Suttner Wealth Management, Inc.

3501 E Evergreen Drive Ste A, Appleton, WI 54913 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2021-12-07
  • WI RA
    APPROVED
    Since 2021-12-07

Branch Locations

3501 E Evergreen Drive Ste A, Appleton, WI 54913 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pacon Appleton WI 06/2014 09/2016
Alten Haus Assisted Living Neenah WI 06/2016 01/2017
St Mary's Surgery And Care Center Madison WI 05/2017 05/2019
Northwestern Mutual Life Middleton WI 06/2019 08/2019
Uw Madison Madison WI 08/2014 06/2018
Mcglone Suttner Wealth Managment, Inc. Appleton WI 11/2021 Present
Kerntke Otto Mcglone Wealth Management Group Appleton WI 08/2019 02/2022
  • 06/2014 → 09/2016
    Pacon
    Appleton, WI
  • 06/2016 → 01/2017
    Alten Haus Assisted Living
    Neenah, WI
  • 05/2017 → 05/2019
    St Mary's Surgery And Care Center
    Madison, WI
  • 06/2019 → 08/2019
    Northwestern Mutual Life
    Middleton, WI
  • 08/2014 → 06/2018
    Uw Madison
    Madison, WI
  • 11/2021 → Present
    Mcglone Suttner Wealth Managment, Inc.
    Appleton, WI
  • 08/2019 → 02/2022
    Kerntke Otto Mcglone Wealth Management Group
    Appleton, WI
Previous Registrations
Other Businesses

1. Insurance; Investment related: Yes; Location: 3501 E Evergreen Dr Suite A Appleton WI 54913 US; Position Title: Insurance Producer; Responsibilities Duties: Discuss clients insurance needs and recommend appropriate insurance products for their use; Start date: 2022-01-02; Hours per month during trading hours: 5; Hours per month outside trading hours: 2. 2. Van Beek Real Estate LLC; Owner; Investment Related: Yes; 812 W Roberts Ave. Appleton WI 54914; 2023-02-01; Rental Real Estate Property Management; 1 Hour per month devoted to business outside trading hours; 4 Percentage of total yearly compensation expected to be derived from the business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-15
  • S65 Uniform Investment Adviser Law Examination
    2019-08-15
Designations
Other Names
  • Peter Van Beek

View on SEC IAPD

More in Appleton, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor