Peter Van Der Hagen

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Sauk City, WI 53583

Credentials

Series 66

Industry experience

18 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance

Work history

Edward Jones

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Lauren O

CFP®, Series 63, Series 65

Waunakee, WI

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management General estate planning guidance

Alina F

Series 66

Middleton, WI

Fidelity

Alina Flagg is a Branch Leader at Fidelity Investments, a role she has held since 2024. She began her career in the Financial Services Industry in 2013, motivated by a desire to support individuals in pursuing their goals. Prior to her current position, she served as an Investment Solutions Team Leader at Fidelity Investments from 2021 to 2024 and was a Market Leader at Merrill Edge from 2019 to 2021. Throughout her career, Alina has focused on utilizing Fidelity's comprehensive resources to support financial well-being and client needs. She works closely with teammates who share a commitment to serving clients responsibly and effectively. Outside of her professional role, Alina enjoys hiking, caring for pets, reading, running, and traveling.

Wealth management

Brandon G

Series 63, Series 66

Middleton, WI

Fidelity

Brandon Gasser is a Financial Consultant at Fidelity Investments, bringing over twenty years of experience in financial services. His professional journey includes roles such as Private Client Advisor and Vice President of Investments at JPMorgan Securities LLC, Branch Manager and Vice President of Private Client at JPMorgan Chase Bank, as well as positions at TIAA-CREF, First Investors Corp, and Merrill Lynch. Throughout his career, Brandon has focused on educating and collaborating with clients to make informed financial decisions tailored to their unique needs. He emphasizes personalized planning and guidance to help clients achieve their financial goals. A native of Colorado, Brandon enjoys all things Wisconsin and engages in personal interests including family activities, fishing, outdoor adventures, reading, and traveling.

Wealth management Retirement income strategy Income planning

Michelle A

Series 63, Series 66

Waunakee, WI

Edward Jones

Charitable giving & philanthropy General estate planning guidance Retirement income strategy General retirement planning Wealth management

Guy S

Series 66

Waunakee, WI

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner

James S

Series 63, Series 65

Waunakee, WI

Fidelity

Jim Solberg is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. He has a comprehensive background in financial services, starting as a Financial Representative at Northwestern Mutual Insurance in 2018 and progressing through roles including Financial Advisor at Northwestern Mutual Insurance and various positions at Fidelity Investments, such as Financial Representative and Planning Consultant. Jim specializes in creating personalized financial plans by engaging in a detailed discovery process with his clients to understand their individual goals and values. He and his team focus on building lasting relationships that reflect clients' unique stories and aspirations. Originally from outside Wisconsin, Jim now resides there with his wife and three boys, including twins. Outside of his professional life, Jim enjoys baseball, comedy, fitness, football, social events with friends, and golf.

Cash flow / budgeting Financial Professional Young Families
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