Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Bartlett is a financial advisor registered with Schaper, Benz & Wise Investment Counsel in Neenah, Wisconsin. Blake has been in the industry since June 2019. Blake is registered as an Investment Advisor Representative with Schaper, Benz & Wise Investment Counsel in Wisconsin. Blake is also a Chartered Financial Analyst. Blake has experience working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Blake's primary focus is portfolio management for individuals and businesses, as well as family wealth counseling.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family wealth counseling
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
11/04/2019 - Present
Schaper Benz & Wise Investment Counsel Inc. (NEENAH WI)
IA
Issued 11/04/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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