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Mark James Sprtel

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC·NEENAH, Wisconsin
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40 JEWELERS PARK DR, NEENAH, WI 54956CRD# 5683689Firm CRD# 107630
01

About

Mark James Sprtel 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# 5683689
Firm CRD# 107630
No disclosures on file
View on FINRA BrokerCheck →

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05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Other advisors in NEENAH
Bradley Everett Benz — SCHAPER BENZ & WISE INVESTMENT COUNSEL INCMichael Lawrence Wise — SCHAPER BENZ & WISE INVESTMENT COUNSEL INCLaura A. Guy — SCHAPER BENZ & WISE INVESTMENT COUNSEL INCGerald L. Schaper — SCHAPER BENZ & WISE INVESTMENT COUNSEL INCKimberly Anne Petersen — 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
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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