Mark Christopher Scheffler
Oprichter bij The Appleton Group LLC
Profiel
Mr. Mark C.
Scheffler is a Chief Executive Officer & Senior Private Client Advisor at The Appleton Group LLC.
He is on the Board of Directors at Fox Cities Chamber of Commerce.
He has over 25 years of experience in the financial services industry, he serves as portfolio manager for our private client group, and co-manages all assets held in our suite of portfolio offerings.
His responsibilities include risk analysis, asset allocation, market research, and institutional client development.
Mr. Scheffler was previously employed as a Principal by Robert W.
Baird & Co., Inc. (Equity).
He earned his Accredited Investment Fiduciary (AIF®) designation from the Center for Fiduciary Studies in 2016, and earned the Series 7, 63 and 65 designations in 1996.
He is a 1992 graduate of Lawrence University with a Bachelor’s degree in Music Theory & Composition and Music Education.
Actieve functies van Mark Christopher Scheffler
| Bedrijven | Functie | Begin |
|---|---|---|
The Appleton Group LLC
 The Appleton Group LLC Investment ManagersFinance The Appleton Group LLC (Appleton Group) is a SEC-registered investment advisor headquartered in Appleton, Wisconsin. The firm was founded by Mark Scheffler in 2002 and was acquired by Johnson Financial Group, Inc. in 2023. Appleton Group provides professional, full-time investment advisory and fiduciary services for a wide variety of clients, who includes private clients, employer sponsored plans and non-profit endowments. | Oprichter | 01-04-2002 |
Fox Cities Chamber of Commerce
 Fox Cities Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services The Fox Cities Chamber of Commerce is a business organization that serves as a platform for businesses to connect, network, and collaborate with each other. | Directeur/Bestuurslid | - |
Eerdere bekende functies van Mark Christopher Scheffler
| Bedrijven | Functie | Einde |
|---|---|---|
Robert W. Baird & Co., Inc. (Equity)
 Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Corporate Officer/Principal | 31-03-2002 |
Opleiding van Mark Christopher Scheffler
| Lawrence University | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 3 |
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The Appleton Group LLC
The Appleton Group LLC Investment ManagersFinance The Appleton Group LLC (Appleton Group) is a SEC-registered investment advisor headquartered in Appleton, Wisconsin. The firm was founded by Mark Scheffler in 2002 and was acquired by Johnson Financial Group, Inc. in 2023. Appleton Group provides professional, full-time investment advisory and fiduciary services for a wide variety of clients, who includes private clients, employer sponsored plans and non-profit endowments. | Finance |
Robert W. Baird & Co., Inc. (Equity)
Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Finance |
Fox Cities Chamber of Commerce
Fox Cities Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services The Fox Cities Chamber of Commerce is a business organization that serves as a platform for businesses to connect, network, and collaborate with each other. | Commercial Services |
