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Kimberly Anne Petersen

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC·NEENAH, Wisconsin
Series 65Clean record12 years registeredSCHAPER 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 · 12 years registered
Brand Profile
Not yet started
01

Career History

02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 9, 2013
Years registered · 12
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
Introduction

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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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