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portrait of Peter J van der Hagen
FINANCIAL ADVISOR

Peter J van der Hagen

CEPA®, AAMS™
801 Water St, Sauk City, WI 53583opens in a new window
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About Peter

I work to help families and business owners navigate the complexities of their financial lives on their terms by converting technical knowledge into practical, actionable strategies.

After I received my B.S. from Michigan Technological University, I joined Edward Jones in 2007. Recently, I earned the Accredited Asset Management Specialist™ and the Certified Exit Planning Advisor® designations to better understand the unique challenges held by business owners looking to sell their business and position myself as a beneficial resource in the process. In the Sauk Prairie community, I am active within the Sauk Prairie Chamber of Commerce and Sauk Prairie Healthcare...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Business Retirement Plans

Work History

  • Edward JonesApril 2007 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Michigan Technological UnivBachelor of Science

Team Members

  • Jennifer Nesbitt
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(608) 643-5166

Fax

(866) 664-2616

Office Address

801 Water St
Sauk City, WI 53583opens in a new window

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