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 26 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 strategies. His responsibilities include risk analysis, asset allocation, market research, and institutional client development. Mark also serves as both Principal and CEO of Appleton Group LLC. He earned his Accredited Investment Fiduciary (AIF) designation in 2016.
Apr 7 2015

Three Minute Trend Talk™ – Natural Growth

By |2018-03-10T05:44:18-06:00April 7th, 2015|

Mark Scheffler hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND™ recommendations for the exchange traded funds (ETFs) used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections). aax96lmVrJU [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" [...]

Mar 10 2015

Three Minute Trend Talk™ – Running out of Gas?

By |2015-06-08T11:01:00-05:00March 10th, 2015|

Mark Scheffler hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND™ recommendations for the exchange traded funds (ETFs) used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections). U2Cv2jsub8I [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" [...]

Feb 17 2015

Three Minute Trend Talk™ – Greece: The Skids, Again?

By |2018-03-10T05:44:30-06:00February 17th, 2015|

Mark Scheffler hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND™ recommendations for the exchange traded funds (ETFs) used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections). qwlzt9NDIYg [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" [...]

Feb 9 2015

Charitable Remainder Trusts – Lifetime income for you, tax control now, and a gift to charity at the end

By |2015-02-09T10:41:58-06:00February 9th, 2015|

Appleton Group LLC has partnered with the law offices of Remley & Sensenbrenner S.C. in Neenah, Wisconsin to produce this brief informational video on a powerful estate planning tool called a Charitable Remainder Trust (CRT).  A CRT can help you accomplish three goals: provide lifetime income for you and your family, control taxes now and [...]

Jan 28 2015

Join Appleton Group and Mark Scheffler for Northeast Wisconsin’s Got newTalent

By |2017-08-31T08:56:53-05:00January 28th, 2015|

  nWgqh7U1hwg [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" id=""] Tickets are available by calling the newVoices office at 920-832-9700. Audience members will be treated to an elegant evening of cocktails, hors d’oeuvres, auctions and top-notch performances. A portion of your ticket price is a tax-deductible donation to newVoices. The Appleton Group will [...]

Jan 28 2015

Three Minute Trend Talk™ – Reward versus Risk

By |2018-03-10T05:44:37-06:00January 28th, 2015|

Mark Scheffler hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND™ recommendations for the exchange traded funds (ETFs) used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections). NUxiVP87EOk [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" [...]

Jan 16 2015

clearTREND Reprogrammed for Packers / Seahawks Game

By |2018-03-10T05:44:46-06:00January 16th, 2015|

We've reprogrammed clearTREND to analyze trends in this weekend's Packers / Seahawks game.  Here's what's trending up, what's trending down, and final prediction (starts at around 25 seconds)... [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" id=""]

Jan 6 2015

Three Minute Trend Talk™ – 2014 Recap

By |2018-03-10T05:44:56-06:00January 6th, 2015|

Mark Scheffler hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND™ recommendations for the exchange traded funds (ETFs) used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections). eaznGK_9XaA [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" [...]

Dec 18 2014

Alex Haas of The Appleton Group Performs “Angel Eyes”

By |2014-12-18T14:40:26-06:00December 18th, 2014|

Alex Haas of The Appleton Group is not only a talented advisor but is also an accomplished musician and pianist.  As a gift to our clients this holiday season, Alex has prepared a wonderful piece called "Angel Eyes" that he and our entire staff are proud to share with you. May this holiday season be [...]

Dec 11 2014

Appleton Group Sponsors Lawrence Academy of Music Girl Choir Concert

By |2014-12-15T13:36:12-06:00December 11th, 2014|

The Appleton Group LLC is proud to support the Lawrence Academy of Music's upcoming winter concert, "Of Thee We Sing." The concert will be held this Saturday in the Lawrence University Chapel at both 2:00 PM and 7:00 PM. Tickets are available at the Lawrence Box Office in the adjacent Conservatory of Music (920/832-6749).

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