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Mark James Sprtel

Schaper Benz & Wise Investment Counsel Inc.

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About Mark James Sprtel

Mark Sprtel is a financial advisor with Schaper Benz & Wise Investment Counsel Inc. Mark has been registered with FINRA since 2011 and has a total of 3 securities licenses, including Series 65, 66 and 7. Mark is a Certified Financial Analyst and has been in the industry since 2011. He has prior experience working for Associated Investment Services, Inc. in Green Bay, WI. Mark currently holds the following registrations with the states of Texas and Wisconsin. Mark has a strong focus on advising individuals, high-net-worth individuals, charitable organizations and pension and profit-sharing plans.

Firm Information

Mark Sprtel is currently registered with Schaper Benz & Wise Investment Counsel Inc.. Schaper Benz & Wise Investment Counsel Inc. is an investment advisor based in Neenah, WI. The firm provides financial planning, portfolio management for businesses and individuals, and family wealth counseling. They manage approximately $1.4 billion in assets for individuals, charities, and pensions. They have 11 investment advisor representatives who advise on 952 accounts.
Schaper Benz & Wise Investment Counsel Inc.

40 JEWELERS PARK DR

NEENAH, WI 54956

$1.40B

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family wealth counseling

Family wealth counseling

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Sprtel’s Registration & Firm History

WI

07/18/2014 - Present

Schaper Benz & Wise Investment Counsel Inc. (NEENAH WI)

WI

11/29/2011 - 07/18/2014

ASSOCIATED INVESTMENT SERVICES, INC. (GREEN BAY WI)

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Licenses & Designations

BOTH

Issued 01/14/2012

Series 66 - Uniform Combined State Law Examination

IA

Issued 08/16/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/28/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark James Sprtel.
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