Trevor
Rabbach

Schaper Benz & Wise Investment Counsel Inc

CRD#6833881
Investment Advisor
in Neenah, WI

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About this Advisor

Trevor Rabbach is a financial advisor based in Neenah, Wisconsin, working with Schaper Benz & Wise Investment Counsel Inc. Trevor has previously held positions at Schaper, Benz & Wise Investment Counsel, Inc and Bank First National. Trevor has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Trevor is part of Schaper Benz & Wise Investment Counsel Inc, which operates out of Neenah, Wisconsin. The firm has 14 employees and manages assets totaling $1.4 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Schaper Benz & Wise Investment Counsel Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

40 Jewelers Park Dr Ste 200
Neenah, WI 54956

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Schaper Benz & Wise Investment Counsel Inc Brokerage Details

Total Assets Under Management

$1,399,324,211

WI Average: $2,826,565,184
Total Number of Employees

14

WI Average: 43
Total Number of Accounts

952

WI Average: 1,898
Average Account Size

$1,469,878

WI Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Trevor Rabbach Work History

2017 - Present (7 years)

Schaper, Benz & Wise Investment Counsel, Inc

2012 - 2017 (5 years)

Bank First National

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Trevor Rabbach 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

Kimberly Petersen
Neenah, WI
Anthony Seashore
Neenah, WI
Trevor Rabbach
Neenah, WI
Mark Sprtel
Neenah, WI
Blake Bartlett
Neenah, WI
Daniel Sullivan
Neenah, WI
Christi Salm
Neenah, WI
Thomas Rippl
Neenah, WI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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