CRD: 107630
Schaper Benz & Wise Investment Counsel INC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-16-1992
- Office Locations
- 2
Office Locations
About Schaper Benz & Wise Investment Counsel INC
Schaper, Benz & Wise Investment Counsel is an SEC-registered, fee-only, independent RIA founded in 1992 in Neenah, WI. The employee-owned team provides money management, asset allocation, and family wealth management for families, foundations, and businesses. Portfolios are implemented primarily with ETFs, alongside cash and fixed income, with no product-sales or investment-banking affiliations.
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Owner & Executives
BRADLEY EVERETT BENZ
Principal
- CRD
- #2466728
- Ownership
- 10% but less than 25%
THOMAS HALEY RIPPL
Vice President
- CRD
- #4601055
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
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Blake Kenneth Bartlett
Portfolio Manager
- CRD
- #7147448
LAURA ANN GUY
Vice President
- CRD
- #4353551
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,737,577,182 | $1,625,423 |
| Non-Discretionary | $23,779,731 | $2,972,466 |
| Total | $1,761,356,913 | $1,635,429 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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