AdvisorOS Directory
Claim Profile
KP

Kimberly Anne Petersen

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC·NEENAH, Wisconsin
Unclaimed Profile
40 JEWELERS PARK DR, NEENAH, WI 54956CRD# 6246060Firm CRD# 107630
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
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
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEENAH?

Browse all registered financial advisors in NEENAH, Wisconsin or claim this profile if it's yours.

Browse NEENAH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NEENAH
Michael Lawrence Wise — SCHAPER BENZ & WISE INVESTMENT COUNSEL INCLaura A. Guy — SCHAPER BENZ & WISE INVESTMENT COUNSEL INCGerald L. Schaper — SCHAPER BENZ & WISE INVESTMENT COUNSEL INCKenneth Jay Brusda — NORTH STAR ASSET MANAGEMENT INCBradley Everett Benz — SCHAPER BENZ & WISE INVESTMENT COUNSEL INC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile