Unclaimed Profile

Mark James Sprtel

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC·NEENAH, Wisconsin

Series 7, Series 65, Series 66CFAClean record15 years registeredSCHAPER BENZ & WISE INVESTMENT COUNSEL INC

40 JEWELERS PARK DR, NEENAH, WI 54956CRD# 5683689Firm CRD# 107630

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark James Sprtel · NEENAH, WI

Registration

CRD #5683689 · SCHAPER BENZ & WISE INVESTMENT COUNSEL INC · 15 years registered

Brand Profile

Not yet started

Career History

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC

Jul 2014 – present

APPLETON GROUP WEALTH MANAGEMENT LLC

Aug 2010 – Oct 2011

APPLETON, WI

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Series 66

Registration record

First registered · August 17, 2010

Years registered · 15

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC

CRD 107630 · SEC 801-39679

AUM

$1.4B

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Mark James Sprtel offer?

Mark James Sprtel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEENAH, Wisconsin for a consultation.

What are Mark James Sprtel's credentials?

Mark James Sprtel holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mark James Sprtel located?

Mark James Sprtel 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 Mark James Sprtel charge for services?

Mark James Sprtel'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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