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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Petersen is an investment advisor representative with Schaper Benz & Wise Investment Counsel Inc. Kimberly Petersen is licensed to provide investment advisory services in Wisconsin and has been in the industry since September 2013. Kimberly Petersen has Series 65 license and focuses on working with high-net-worth individuals, individuals, pension and profit-sharing plans, and charitable organizations.
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
12/09/2013 - Present
Schaper Benz & Wise Investment Counsel Inc. (NEENAH WI)
IA
Issued 12/09/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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