linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Mark Christopher Scheffler

Johnson Wealth Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mark? Claim Your Profile

About Mark Christopher Scheffler

Mark Christopher Scheffler is a wealth advisor at Johnson Wealth Inc. Mark is a registered investment advisor and has been in the industry since 1996. Mark is a Series 7, Series 63, and Series 65 licensed professional. Mark specializes in financial planning, pension consulting, and selecting other advisors. Mark's firm provides a full range of wealth management and investment services to individuals, families, businesses, charitable organizations, and institutional clients. Mark is a dual employee of Johnson Bank and Johnson Wealth Inc.

Firm Information

Mark Scheffler is currently registered with Johnson Wealth Inc.. Johnson Wealth Inc. is an investment advisor based in MILWAUKEE, WI. The firm manages approximately $8.44 billion in regulatory assets under management. Johnson Wealth Inc. provides financial planning, pension consulting, and selection of other advisors for individuals, corporations, and other institutions. The firm also provides portfolio management for individuals and businesses.
Johnson Wealth Inc.

555 EAST WELLS STREET

MILWAUKEE, WI 53202

$8.44B

Assets Under Management

Not reported

Total Clients

59

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mark Scheffler’s Registration & Firm History

WI

10/19/2023 - Present

Johnson Wealth Inc. (Appleton WI)

WI

03/18/1996 - 04/15/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

Not sure if Mark Christopher Scheffler is right for you?

Licenses & Designations

IA

Issued 03/22/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/19/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/15/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Christopher Scheffler.
Not sure if Mark Christopher Scheffler is right for you?