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Trevor David Rabbach

Schaper Benz & Wise Investment Counsel Inc.

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About Trevor David Rabbach

Trevor Rabbach is an investment advisor representative registered with Schaper Benz & Wise Investment Counsel Inc. in Wisconsin since August 2017. Trevor is located at the firm's office in Neenah, Wisconsin. Trevor has a Series 65 license. Trevor has experience with individuals, high net worth individuals, charitable organizations, and pension and profit sharing plans.

Firm Information

Trevor Rabbach 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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Trevor Rabbach’s Registration & Firm History

WI

08/25/2017 - Present

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

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Licenses & Designations

IA

Issued 08/25/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Trevor David Rabbach.
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