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.
Jan 4 2013

Introducing 8 New Appleton Group Portfolios for 2013

By |2018-03-10T05:50:14-06:00January 4th, 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 [...]

Dec 21 2012

Three Minute Trend Talk™- December 21, 2012

By |2018-03-10T05:50:35-06:00December 21st, 2012|

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): rl2yZ_-2pG8

Dec 10 2012

Three Minute Trend Talk™ – December 10, 2012

By |2018-03-10T05:51:12-06:00December 10th, 2012|

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): iH3Dlqw7vqk

Nov 28 2012

Microsoft Selects clearTREND™ for Global Case Study

By |2018-03-10T05:51:20-06:00November 28th, 2012|

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 [...]

Nov 7 2012

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

By |2018-03-10T05:51:28-06:00November 7th, 2012|

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 [...]

Oct 29 2012

Three Minute Trend Talk™ – October 29, 2012

By |2018-03-10T05:51:35-06:00October 29th, 2012|

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): UbsFWIXzrkQ

Oct 15 2012

Three Minute Trend Talk™ – October 15, 2012

By |2018-03-10T05:51:42-06:00October 15th, 2012|

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): RS2_o2jQQ70

Sep 24 2012

Three Minute Trend Talk™ – September 24, 2012

By |2018-03-10T05:51:51-06:00September 24th, 2012|

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): 720oVCtA4dA

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