Unclaimed
Mark Schueller is an experienced financial professional with over 40 years in the industry. Mark has a strong track record of providing clients with personalized financial advice and investment strategies. Mark is currently registered with Northwestern Mutual Investment Services, LLC in Wisconsin, and previously worked with Robert W. Baird & Co. Incorporated. Mark is also the 100% owner of Tolan Schueller, Inc., and holds positions as Treasurer of Ozaukee Country Club. Mark's experience and knowledge of the industry make him a valuable resource for clients seeking to achieve their financial goals.
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.
Investment research; referrals to other advisers
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.
Set rates for specific services, regardless of time or assets managed.
Referral fees
1
2
WI
01/06/2024 - Present
Northwestern Mutual Investment Services, LLC (Whitefish Bay WI)
WI
04/08/1998 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 03/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/1998
Series 12 - NYSE Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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