Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christi? Claim Your ProfileChristi Lyn Salm is a financial advisor with Schaper Benz & Wise Investment Counsel Inc., working out of their Neenah, WI office. Christi has been in the industry since 1998 and holds Series 7 and 66 licenses as well as the Chartered Financial Analyst designation. Christi is also registered in Texas and Wisconsin. Schaper Benz & Wise Investment Counsel Inc. provides advisory services including financial planning, family wealth counseling, portfolio management for businesses and individuals.
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
09/03/2003 - Present
Schaper Benz & Wise Investment Counsel Inc. (NEENAH WI)
NY
09/17/1998 - 01/04/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/10/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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