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

clearTREND™ Detailed Walkthrough – Part I

Part I of Mark C. Scheffler's detailed walkthrough of clearTREND™, available exclusively from Appleton Group Wealth Management LLC. Designed exclusively for investors who crave detail, this two-part 23 minute walkthrough introduces you to all of the powerful features of clearTREND™, including the basics of simple moving average (SMA) crossover, adding securities, SMA setup, and the easy-to-understand [...]

By | February 23rd, 2012|AGWM Research, clearTREND™|Comments Off on clearTREND™ Detailed Walkthrough – Part I

clearTREND™ Detailed Walkthrough – Part II

Part II of Mark C. Scheffler's detailed walkthrough of clearTREND™, available exclusively from Appleton Group Wealth Management LLC. Designed exclusively for investors who crave detail, this two-part 23 minute walkthrough introduces you to all of the powerful features of clearTREND™, including the basics of simple moving average (SMA) crossover, adding securities, SMA setup, and the easy-to-understand [...]

By | February 23rd, 2012|AGWM Research, clearTREND™|Comments Off on clearTREND™ Detailed Walkthrough – Part II