Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Forrest Peters is a financial advisor registered with the state of Wisconsin. Keith has been working in the financial services industry for over 20 years. Keith is a CERTIFIED FINANCIAL PLANNER™ professional and has extensive experience in providing financial planning and investment management services to individuals and families. Keith currently works with McGlone Suttner Wealth Management, Inc. in Appleton, Wisconsin. Keith is passionate about helping clients achieve their financial goals and believes in a personalized approach to financial planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WI
12/09/2021 - Present
McGlone Suttner Wealth Management, Inc. (APPLETON WI)
WI
06/28/2013 - 05/21/2015
LPL FINANCIAL LLC (APPLETON WI)
WI
12/13/2010 - 07/01/2013
SAGEPOINT FINANCIAL, INC. (APPLETON WI)
WI
08/05/2004 - 12/17/2010
SII INVESTMENTS, INC. (APPLETON WI)
MA
01/12/1999 - 08/09/2004
MUTUAL SERVICE CORPORATION (BOSTON MA)
NJ
06/16/1998 - 11/10/1998
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
WI
10/13/1997 - 01/30/1998
SII INVESTMENTS, INC. (APPLETON WI)
NA
02/04/1991 - 03/14/1991
WHITEHOUSE & MOORE INVESTMENTS, INC.
IA
Issued 10/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/1999
Series 24 - General Securities Principal Examination
BC
Issued 05/21/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1993
Series 3 - National Commodity Futures Examination
BC
Issued 01/31/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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