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Bradley Everett Benz

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC·NEENAH, Wisconsin
Series 65Clean record32 years registeredSCHAPER BENZ & WISE INVESTMENT COUNSEL INC
40 JEWELERS PARK DR, NEENAH, WI 54956CRD# 2466728Firm CRD# 107630

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bradley Everett Benz · NEENAH, WI
Registration
CRD #2466728 · SCHAPER BENZ & WISE INVESTMENT COUNSEL INC · 32 years registered
Brand Profile
Not yet started
01

Career History

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC
Mar 1994 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 18, 1994
Years registered · 32
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC
CRD 107630 · SEC 801-39679
AUM
$1.4B
Regulatory assets under management
Employees
14
952 client accounts
Services offered by SCHAPER BENZ & WISE INVESTMENT COUNSEL INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SCHAPER BENZ & WISE INVESTMENT COUNSEL INC →
Introduction

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05

Frequently Asked Questions

What services does Bradley Everett Benz offer?
Bradley Everett Benz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEENAH, Wisconsin for a consultation.
What are Bradley Everett Benz's credentials?
Bradley Everett Benz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bradley Everett Benz located?
Bradley Everett Benz is based in NEENAH, Wisconsin, working with SCHAPER BENZ & WISE INVESTMENT COUNSEL INC. Their office serves clients in the NEENAH metropolitan area and surrounding communities.
How does Bradley Everett Benz charge for services?
Bradley Everett Benz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SCHAPER BENZ & WISE INVESTMENT COUNSEL INC?
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC has approximately 14 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SCHAPER BENZ & WISE INVESTMENT COUNSEL INC

Christi Lyn Salm
NEENAH, WI
Kimberly Anne Petersen
NEENAH, WI
Anthony John Seashore
NEENAH, WI
Michael Lawrence Wise
NEENAH, WI
Gerald L. Schaper
NEENAH, WI
Laura A. Guy
NEENAH, WI

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Research
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