Primary office location:

Brookfield - North Moorland Road

additional communities served:

Brookfield - Capitol DriveBrown DeerGlendale, Menomonee Falls, Milwaukee - West Burleigh Street, Pewaukee, Waukesha

Office Phone: 262-781-2670
Mobile phone:  262-957-6007

William Schnepp is a financial consultant serving the investment, insurance, and wealth management needs of clients in southeast Wisconsin.

Bill works with physicians, business owners, executives, and their families, focusing on investment strategies, insurance solutions, and wealth integration through financial planning. Bill seeks to provide families and business owners with financial freedom by understanding and exceeding their established financial goals.

Bill received his Bachelor of Science degree from the University of Wisconsin—Milwaukee.

Bill’s hobbies include cycling, weight training, tennis, and golf.


Areas of Expertise:

  • Comprehensive financial planning 
  • Insurance solutions 
  • Investment strategies 

registrations, Licenses & Certifications:

  • FINRA Series 6, 7
  • FINRA Series 63, 65
  • Wisconsin life and health insurance licensed
  • Life Underwriter Training Council Fellow (LUTCF)

FINRA Registrations held through LPL Financial.

Securities and advisory services offered through LPL Financial. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Bank Mutual deposits and are not FDIC insured. These products are not obligations of Bank Mutual and are not endorsed, recommended or guaranteed by Bank Mutual or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Bank Mutual and Mutual Financial Group are not registered brokers/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Wisconsin and Minnesota.