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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Jon Sullivan is a registered Investment Advisor Representative with Schaper Benz & Wise Investment Counsel Inc.. Daniel Jon Sullivan has been in the industry since January of 2021 and has experience at several firms including Monona Bank, UW-Whitewater, Park Bank, and the US Air Force. Daniel Jon Sullivan holds a Series 65 license and is currently registered in Wisconsin. Daniel Jon Sullivan specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals. In addition to the services offered by the firm, Daniel Jon Sullivan provides 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
02/22/2021 - Present
Schaper Benz & Wise Investment Counsel Inc. (NEENAH WI)
IA
Issued 02/22/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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