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Trevor David Rabbach

Schaper Benz & Wise Investment Counsel Inc

Neenah, WI

CRD 6833881

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Employer firm

Schaper Benz & Wise Investment Counsel Inc CRD 107630

$1.76B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • FAMILY WEALTH COUNSELING

From the firm’s Form ADV. Read the guides:

Current Employers
Schaper Benz & Wise Investment Counsel Inc

40 Jewelers Park Dr Ste 200, Neenah, WI 54956 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2017-08-25
  • WI RA
    APPROVED
    Since 2017-08-25

Branch Locations

40 Jewelers Park Dr Ste 200, Neenah, WI 54956 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Schaper, Benz & Wise Investment Counsel, Inc. Neenah WI 07/2017 Present
Bank First National Appleton WI 06/2012 07/2017
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-25
  • S65 Uniform Investment Adviser Law Examination
    2017-08-25
Other Names
  • Trevor David Rabbach
  • Trevor Rabbach
  • Trevor D Rabbach

View on SEC IAPD

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