Advisor at Schaper Benz & Wise Investment Counsel Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Schaper Benz & Wise Investment Counsel Inc
Location
Neenah, WI 54956
Credentials
CFA®, Series 66
Industry experience
22 years
Christi Salm is a CFA charterholder with 22 years of industry experience. She has been with Schaper, Benz & Wise Investment Counsel, Inc. since 2003. Schaper, Benz & Wise Investment Counsel, Inc. provides discretionary portfolio management and financial planning primarily to high-net-worth individuals, families, and institutional clients. The firm employs a committee-driven investment process based on in-house fundamental research and offers a Family Wealth Counsel program that includes retirement and tax planning, charitable planning, and fiduciary trustee advising.
Based on Schaper Benz & Wise Investment Counsel Inc
Based on Schaper Benz & Wise Investment Counsel Inc
Family Wealth Counsel services may be offered on a fixed fee basis
$0 - $3,000,000: 0.50% $3,000,001 - $5,000,000: 0.40% $5,000,001 - $10,000,000: 0.30% $10,000,001+: 0.25%
Hourly fee rate is negotiable depending on services requested; may charge hourly fees for special projects
Account minimum: $10,000 Minimum fee: Minimum annual fee of $10,000 for standard investment advisory services; $6,000 for Family Wealth Counsel services Fee-only: May offer Family Wealth Counsel services on an hourly and/or fixed fee basis; hourly fee rate is negotiable depending on services requested
40 Jewelers Park Dr, Ste 200
Neenah, WI 54956
Texas · Wisconsin
Schaper, Benz & Wise Investment Counsel, Inc.
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 66
Oshkosh, WI
Cowling Bay Wealth Management, LLC
CFP®, Series 63
Hortonville, WI
Financial Services of Northeast Wisconsin, Inc.
Series 63, Series 65
Oshkosh, WI
Great Lakes Financial Strategies, LLC
CFP®, Series 63, Series 66
Appleton, WI
Kolash Wealth Strategies, LLC
Series 63
Appleton, WI
ASC 401(k) Management
Series 63, Series 65
Appleton, WI
Financial Advisory Group, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")