Chairman (03/2020) and Director (02/1994) · Schaper Benz & Wise Investment Counsel Inc
Bradley E. Benz
CRD 2466728 · Named on Form ADV at one SEC-registered adviser
At a glance
Schaper Benz & Wise Investment Counsel Inc, an SEC-registered wealth manager based in Neenah, WI with $1.8 billion in regulatory assets, lists Bradley E. Benz on its Form ADV as Chairman (03/2020) and Director (02/1994), a control person.
Firms and roles
- Schaper Benz & Wise Investment Counsel IncChairman (03/2020) and Director (02/1994)Wealth manager · Neenah, WI · $1.8B in regulatory assets
AtlasMembers
Bradley’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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Colleagues named on the same filings (6)
- Thomas H. RipplVice President (10/2006), Treasurer (03/2020) and Managing Director (4/2024), Schaper Benz & Wise Investment Counsel Inc
- Christi L. SalmVice President (08/2003) and Managing Director (4/2024), Schaper Benz & Wise Investment Counsel Inc
- Anthony J. SeashorePresident (03/2020) and Director (01/2018), Schaper Benz & Wise Investment Counsel Inc
- Kimberly A. PetersenPresident of Family Wealth Counsel (01/2020), Secretary (03/2020) and Director (01/2017), Schaper Benz & Wise Investment Counsel Inc
- Mark J. SprtelChief Compliance Officer (03/2021) and Investment Officer (01/2020), Schaper Benz & Wise Investment Counsel Inc
1 more person named with Bradley on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bradley’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.