Christi Salm, financial advisor Neenah WI
96 score

Christi Salm

CRD Number: 3106318
Current Firm: Schaper Benz & Wise Investment Counsel Inc.

Christi Salm (CRD# 3106318) is an Investment Advisor Representative working at Schaper Benz & Wise Investment Counsel Inc. in Neenah, WI and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Schaper, Benz & Wise Investment Counsel, Inc. Neenah, WI Aug 2003 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 1998
Contact Info for Christi L. Salm
Phone Number: 920-727-1137
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    644
    MILLIONS
  • Total Number of Accounts
    550
    ACCOUNTS
  • Average Account Value
    $1,170,539
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, FL, IL, MI, NE, NY, TX, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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