Blake
Bartlett
Schaper Benz & Wise Investment Counsel Inc
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About this Advisor
Blake Bartlett is a chartered financial analyst working in Neenah, Wisconsin with 4 years of relevant experience. Bartlett is on the advisory team at Schaper Benz & Wise Investment Counsel Inc. Over the course of their career, Bartlett has held roles at Schaper, Benz & Wise Investment Counsel, U.S. Bank Global Fund Services, Uw - Whitewater Police Services, Glen Hepfner Inc, Bartlett Electric S Corp, Craters And Freighters, Menards and Arrowhead High School. Bartlett holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to work in Wisconsin. Schaper Benz & Wise Investment Counsel Inc is an advisory company based in Neenah, WI. It manages $1 billion in assets under management between its 901 customer accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm advises five charitable organizations. Of its 901 client accounts, 66% belong to high-net-worth individuals who have at least $1 million in investable assets. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. A financial advisor's fees typically are based on which services the firm provides the client. However, fees billed by Schaper Benz & Wise Investment Counsel Inc can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Schaper Benz & Wise Investment Counsel Inc Brokerage Details
$1,199,955,792
13
901
$1,331,804
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Blake Bartlett Work History
Blake has been registered as a financial advisor for 4 years.*
Schaper, Benz & Wise Investment Counsel
U.S. Bank Global Fund Services
Uw - Whitewater Police Services
Glen Hepfner Inc
Menards
Craters And Freighters
Bartlett Electric S Corp
Arrowhead High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Blake Bartlett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Schaper Benz & Wise Investment Counsel Inc
Neenah, WI
Neenah, WI
Neenah, WI
Neenah, WI
Neenah, WI
Neenah, WI
Neenah, WI
Neenah, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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