Christi L. Salm

SCHAPER BENZ & WISE INVESTMENT COUNSEL

Neenah, WI 54956

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CRD#: 3106318

Professional summary

Christi Lyn Salm, who also goes by Christi L Gromer, Christi Lyn Gromer, is a registered financial advisor currently at SCHAPER BENZ & WISE INVESTMENT COUNSEL INC located in Neenah, Wisconsin.

Christi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Christi has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christi L Gromer | Christi Lyn Gromer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christi Lyn Salm's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 3, 2003 - Present

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC

Office #1: 40 Jewelers Park Dr Ste 200, Neenah, WI 54956

RIA

CRD#: 107630

Neenah, WI

Past

September 17, 1998 - January 4, 2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC

CRD#: 107630 / SEC#: 801-39679

RIA

Registered Investment Advisory firm - (4/16/1992 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(3/14/2023)

IAR

Wisconsin
(9/3/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/10/1998

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 9/16/1998

General Securities Representative Examination

Current Firm

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC

CRD#: 107630 / SEC#: 801-39679

RIA

Registered Investment Advisory firm - (4/16/1992 Approved)

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Contact information

Main Address

40 Jewelers Park Dr Ste 200, Neenah, WI 54956

Mailing Address

P.o. Box 628, Neenah, WI 54957-0628

Phone number

(920) 727-1137

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 FORM ADV BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts	986
AUM (Assets Under Management)	$ 1,574,160,063

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/26/2024	Cover Page	Report
10/25/2023	Cover Page	Report
09/21/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Christi L. Salm

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christi Lyn Salm's CRS (Customer Relationship Summary).

Certified licenses

Experience

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/10/1998

Series 7

Date: 9/16/1998

Current Firm

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC

TRUST BUT VERIFY

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