About Mark Scheffler

Mark’s commitment to objective, independent wealth management led him to establish The Appleton Group LLC in April of 2002. With over 19 years of experience in the financial services industry, Mark 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. Mark also serves as both Principal and CEO of The Appleton Group LLC. He earned his Accredited Investment Fiduciary (AIF) designation in 2016

Introducing 8 New Appleton Group Portfolios for 2013

The Appleton Group is proud to introduce 8 new portfolios available starting February 1, 2013, all powered by clearTREND™ Research: Domestic Equity: Appleton Group U.S. Sectors Wisconsin Select Portfolio International: Appleton Group Asia Appleton Group Europe Appleton Group Americas (ex. U.S.) Commodity Focus: Appleton Group Commodities from Heaven™ Appleton Group Commodities from Hell™ Income/High Dividend [...]

By | 2013-01-06T12:38:44+00:00 January 4th, 2013|AGWM Research, clearTREND™, Trend-Following|Comments Off on Introducing 8 New Appleton Group Portfolios for 2013

Three Minute Trend Talk™ – Bungee Jumping off the Fiscal Cliff

Mark Scheffler hosts this Three Minute Trend Talk™, highlighting current clearTREND™ recommendations for the exchange traded funds (ETFs) used in all Appleton Group managed portfolios (select 1080p HD for best resolution): glH_J-TVLII

By | 2013-02-04T11:16:58+00:00 January 2nd, 2013|AGWM Research, clearTREND™, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – Bungee Jumping off the Fiscal Cliff

Appleton Group to be Featured on Local News – Talking Fiscal Cliff

Mark Scheffler, Sr. Portfolio Manager and Founder of The Appleton Group will be featured on two different news channels tonight discussing the "fiscal cliff:" WFRV - 5 at both 5:00 PM and 6:00 PM, and WLUK - Fox11 at 9:00 PM. We invite you to tune in.  We'll also try to get the video links [...]

By | 2012-12-28T15:46:15+00:00 December 28th, 2012|In the News|Comments Off on Appleton Group to be Featured on Local News – Talking Fiscal Cliff

Microsoft Selects clearTREND™ for Global Case Study

NOVEMBER 28, 2012: Appleton Group Wealth Management LLC is thrilled to announce that our innovative market research app, clearTREND™, is one of six new applications chosen by Microsoft as a global case study. "Being chosen as a global case study by Microsoft is huge for us," said Mark Scheffler, Sr. Portfolio Manager and Founder of Appleton [...]

By | 2012-11-28T09:45:46+00:00 November 28th, 2012|clearTREND™, In the News|Comments Off on Microsoft Selects clearTREND™ for Global Case Study

Archive – Trend Talk™ LIVE! Event – Post Election Wrap-up / clearTREND™ Training

Last night's Presidential and Congressional election results have already had a definite effect on the markets.  What does it mean? To answer this important question, we're pleased to present our firm's first Trend Talk LIVE! event.  During this live online webinar, we'll be discussing the market's reaction to the elections, how clearTREND™ Research  will factor in this [...]

By | 2016-05-25T11:09:23+00:00 November 7th, 2012|AGWM Research, clearTREND™, Events, Trend-Following|Comments Off on Archive – Trend Talk™ LIVE! Event – Post Election Wrap-up / clearTREND™ Training