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Mark Christopher Scheffler
Founder at The Appleton Group LLC
Mark Christopher Scheffler active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Analyst-Equity | 2002-03-31 | - |
Chief Executive Officer | 2002-03-31 | - | |
Founder | 2002-03-31 | - | |
Portfolio Manager-Equities | 2002-03-31 | - | |
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. | Director/Board Member | - | - |
Career history of Mark Christopher Scheffler
Former positions of Mark Christopher Scheffler
Companies | Position | Start | End |
---|---|---|---|
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 | - | 2002-03-30 |
Training of Mark Christopher Scheffler
Lawrence University | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Analyst-Equity | 1 |
Chief Executive Officer | 1 |
Founder | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
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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 |
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 |
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 |