Daniel Jon Sullivan
Investment adviser representative at Schaper Benz & Wise Investment Counsel Inc
16 yearsExperience
1 stateRegistered in
$1.8BFirm assets
34 yearsFirm in business
Are you Daniel Jon Sullivan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Schaper, Benz & Wise Investment Counsel, Inc.Jan 2021 to now
- Monona BankOct 2017 to Dec 2020
- Uw - WhitewaterSep 2016 to May 2020
- Park BankMar 2016 to Sep 2017
- US Air ForceFeb 2010 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (WI).
Schaper Benz & Wise Investment Counsel Inc
$1.8BAssets managed
403Clients
13Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7327313
- Firm CRD
- 107630