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Christi Lyn Salm

Schaper Benz & Wise Investment Counsel Inc

Neenah, WI

CRD 3106318

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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
TX RA APPROVED 2023-03-14
WI RA APPROVED 2003-09-03
  • TX RA
    APPROVED
    Since 2023-03-14
  • WI RA
    APPROVED
    Since 2003-09-03

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 08/2003 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-11-10
  • S66 Uniform Combined State Law Examination
    1998-11-10
Designations
  • Chartered Financial Analyst
Other Names
  • Christi L Gromer
  • Christi Lyn Gromer

View on SEC IAPD

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