Mark
Sprtel
Schaper Benz & Wise Investment Counsel Inc
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About this Advisor
Mark Sprtel is a chartered financial analyst operating out of Neenah, Wisconsin who has 9 years of relevant experience. Sprtel is an advisor for Schaper Benz & Wise Investment Counsel Inc. During their career, the advisor has held roles at Associated Investment Services, Inc and Schaper Benz & Wise Investment Counsel, Inc. Sprtel has Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas and Wisconsin. Schaper Benz & Wise Investment Counsel Inc is a business based out of Neenah, WI. It oversees $1 billion in assets among its 901 customer accounts, making it one of the larger firms in the country by assets under management. The firm provides services to five charitable organizations. Of its 901 accounts, 66% belong to high-net-worth investors who have more than $1 million in assets. Schaper Benz & Wise Investment Counsel Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial advisory fees typically are based on which services are offered. However, fee types charged by Schaper Benz & Wise Investment Counsel Inc can consist of any 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
Mark Sprtel Work History
Mark has been registered as a financial advisor for 9 years.*
Schaper Benz & Wise Investment Counsel, Inc
Associated Investment Services, Inc
*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 Mark Sprtel 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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