Unclaimed Profile

Mark Edward Schutter

BLAKE-SCHUTTER WEALTH ADVISORS LLC·DAYTON, Ohio

Series 6, Series 65Clean record26 years registeredBLAKE-SCHUTTER WEALTH ADVISORS LLC

7777 WASHINGTON VILLAGE DR., DAYTON, OH 45459CRD# 2813822Firm CRD# 292661

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Edward Schutter · DAYTON, OH

Registration

CRD #2813822 · BLAKE-SCHUTTER WEALTH ADVISORS LLC · 26 years registered

Brand Profile

Not yet started

Career History

BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

Jan 2020 – present

SANCTUARY ADVISORS, LLC

Apr 2019 – Aug 2019

Dayton, OH

BLAKE-SCHUTTER WEALTH ADVISORS

Jun 2018 – May 2019

DAYTON, OH

DEAN FINANCIAL SERVICES

Sep 2004 – Sep 2008

DAYTON, OH

DEAN INVESTMENTS

Jan 2000 – Dec 2008

DAYTON, OH

Registrations & Exams

FINRA examinations passed

Series 6

Series 65

Registration record

First registered · January 1, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

CRD 292661 · SEC 801-117244

AUM

$456M

Regulatory assets under management

Employees

377 client accounts

Services offered by BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Mark Edward Schutter offer?

Mark Edward Schutter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DAYTON, Ohio for a consultation.

What are Mark Edward Schutter's credentials?

Mark Edward Schutter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Edward Schutter located?

Mark Edward Schutter is based in DAYTON, Ohio, working with BLAKE-SCHUTTER WEALTH ADVISORS LLC. Their office serves clients in the DAYTON metropolitan area and surrounding communities.

How does Mark Edward Schutter charge for services?

Mark Edward Schutter's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLAKE-SCHUTTER WEALTH ADVISORS LLC?

BLAKE-SCHUTTER WEALTH ADVISORS LLC has approximately 5 employees and manages $456M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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