Kimberly Petersen
Schaper Benz & Wise Investment Counsel · Neenah, Wisconsin
Kimberly Petersen is a fee-only financial advisor at Schaper Benz & Wise Investment Counsel in Neenah, Wisconsin. Schaper Benz & Wise Investment Counsel reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Schaper Benz & Wise Investment Counsel |
|---|---|
| Based in | Neenah, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.76B across 1,077 accounts |
| SEC registration | Investment adviser representative in WI · CRD 6246060 |
| Exams passed | Series 65 (2013) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.sbw-invest.com |
How Kimberly's firm compares
- Schaper Benz & Wise Investment Counsel's average account is about $1.6 million, from its Form ADV (assets managed divided by 1,077 accounts).
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Questions about Kimberly
Is Kimberly Petersen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kimberly holds no broker registration, and Schaper Benz & Wise Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kimberly charge for financial advice?
Kimberly's firm, Schaper Benz & Wise Investment Counsel, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kimberly Petersen based?
Kimberly Petersen is based in Neenah, Wisconsin.
Is Kimberly Petersen registered with the SEC?
Yes. Kimberly Petersen is registered as an investment adviser representative in WI (CRD 6246060), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Schaper Benz & Wise Investment Counsel manage?
Schaper Benz & Wise Investment Counsel reports $1.76B across 1,077 accounts in assets under management.
How do I contact Kimberly Petersen?
Through Kimberly's website, www.sbw-invest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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