Unclaimed Profile

Mark John Fenlon

SCHENCK INVESTMENT SOLUTIONS LLC·APPLETON, Wisconsin

SIE, Series 2, Series 6, Series 7, Series 7TO, Series 24, Series 63, Series 65CFAClean record31 years registeredSCHENCK INVESTMENT SOLUTIONS LLC

200 EAST WASHINGTON STREET, APPLETON, WI 54911-5490CRD# 1466512Firm CRD# 112997

Profile Verification

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

Identity

Mark John Fenlon · APPLETON, WI

Registration

CRD #1466512 · SCHENCK INVESTMENT SOLUTIONS LLC · 31 years registered

Brand Profile

Not yet started

Career History

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Mar 2019 – present

SCHENCK INVESTMENT SOLUTIONS LLC

Aug 2017 – Mar 2019

Milwaukee, WI

CLEARY GULL ADVISORS INC.

Oct 2016 – Aug 2017

MILWAUKEE, WI

BMO ASSET MANAGEMENT U.S.

Jun 2012 – Nov 2013

CHICAGO, IL

M&I INVESTMENT MANAGEMENT CORP.

Jun 2005 – Jun 2012

MILWAUKEE, WI

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC

May 1995 – Nov 2010

MEQUON, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 2

Series 6

Series 7

Series 7TO

Series 24

Series 63

Series 65

Registration record

First registered · May 12, 1995

Years registered · 31

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SCHENCK INVESTMENT SOLUTIONS LLC

CRD 112997 · SEC 801-61043

AUM

$875M

Regulatory assets under management

Employees

1,278 client accounts

Services offered by SCHENCK INVESTMENT SOLUTIONS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

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 SCHENCK INVESTMENT SOLUTIONS LLC →

Introduction

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Frequently Asked Questions

What services does Mark John Fenlon offer?

Mark John Fenlon specializes in Financial Planning, Investment Management. Contact their office in APPLETON, Wisconsin for a consultation.

What are Mark John Fenlon's credentials?

Mark John Fenlon holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mark John Fenlon located?

Mark John Fenlon is based in APPLETON, Wisconsin, working with SCHENCK INVESTMENT SOLUTIONS LLC. Their office serves clients in the APPLETON metropolitan area and surrounding communities.

How does Mark John Fenlon charge for services?

Mark John Fenlon'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 SCHENCK INVESTMENT SOLUTIONS LLC?

SCHENCK INVESTMENT SOLUTIONS LLC has approximately 9 employees and manages $875M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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