Unclaimed Profile

Mark Christopher Scheffler

THE APPLETON GROUP, LLC·APPLETON, Wisconsin

Series 7, Series 63, Series 65Clean record24 years registeredTHE APPLETON GROUP, LLC

100 W. LAWRENCE ST, APPLETON, WI 54911CRD# 2691549Firm CRD# 119209

Profile Verification

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

Identity

Mark Christopher Scheffler · APPLETON, WI

Registration

CRD #2691549 · THE APPLETON GROUP, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE APPLETON GROUP, LLC

JOHNSON WEALTH INC.

Oct 2023 – Nov 2024

Appleton, WI

THE APPLETON GROUP, LLC

Apr 2002 – Oct 2023

APPLETON, WI

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · April 22, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE APPLETON GROUP, LLC

CRD 119209 · SEC 801-62598

AUM

$194M

Regulatory assets under management

Employees

242 client accounts

Services offered by THE APPLETON GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at THE APPLETON GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Mark Christopher Scheffler offer?

Mark Christopher Scheffler specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Mark Christopher Scheffler's credentials?

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

Where is Mark Christopher Scheffler located?

Mark Christopher Scheffler is based in APPLETON, Wisconsin, last registered with THE APPLETON GROUP, LLC.

How does Mark Christopher Scheffler charge for services?

Mark Christopher Scheffler's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE APPLETON GROUP, LLC?

THE APPLETON GROUP, LLC has approximately 7 employees and manages $194M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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