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Kimberly Anne Petersen

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC·NEENAH, Wisconsin
Clean recordSCHAPER BENZ & WISE INVESTMENT COUNSEL INC
40 JEWELERS PARK DR, NEENAH, WI 54956CRD# 6246060Firm CRD# 107630

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kimberly Anne Petersen · NEENAH, WI
Registration
CRD #6246060 · SCHAPER BENZ & WISE INVESTMENT COUNSEL INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kimberly Anne Petersen is a registered financial advisor based in NEENAH, Wisconsin, affiliated with SCHAPER BENZ & WISE INVESTMENT COUNSEL INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC
AUM
$1.4B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at SCHAPER BENZ & WISE INVESTMENT COUNSEL INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6246060
Firm CRD# 107630
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kimberly Anne Petersen offer?
Kimberly Anne Petersen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEENAH, Wisconsin for a consultation.
What are Kimberly Anne Petersen's credentials?
Kimberly Anne Petersen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Anne Petersen located?
Kimberly Anne Petersen 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 Kimberly Anne Petersen charge for services?
Kimberly Anne Petersen'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
Michael Lawrence Wise
NEENAH, WI
Trevor David Rabbach
NEENAH, WI
Anthony John Seashore
NEENAH, WI
Bradley Everett Benz
NEENAH, WI
Gerald L. Schaper
NEENAH, WI

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Nearby cities in Wisconsin
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Research
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