Keith Peters
Keith Peters is a CFP-designated registered investment advisor at Mcglone Suttner Wealth Management, INC., based in Appleton, WI, with 7 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 708 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
McGlone Suttner charges an annual fee, up to 1.5%, for managing your investments. The exact fee is determined based on the value of your portfolio, the complexity of your situation, and the services provided. Fees are charged in advance each quarter, based on the portfolio value at the end of the previous quarter. Fees are negotiable.
Location
3501 E Evergreen Drive, Ste A, Appleton, WI, 54913
Get directionsHistory
Regulatory History (2)
Judgment / Lien
February 2012Judgment / Lien
January 2011Other Business ActivitiesSells Insurance
Keith works as an insurance producer, discussing clients' insurance needs and recommending appropriate products since 2022. This activity takes a few hours per week.
Employment History
Current Registrations
Mcglone Suttner Wealth Management, INC.
Previous Registrations
Kerntke Otto Mcglone Wealth Management Group
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.