Introducing the Wisconsin Select GeoDirectory

Mark Scheffler hosts this 3-minute introduction to the Wisconsin Select GeoDirectory, a new feature designed to help promote the numerous in-state partners participating in our program.

Easily find investment management firms, administrators, fiduciaries, and COMING SOON we’ll be adding our investment advisor partner firms to help promote local advisors throughout the state who perform the all-important sponsor and participant education services.

You can view the Wisconsin Select GeoDirectory by clicking here…

By | 2016-11-15T11:26:06+00:00 August 10th, 2016|WISelectAdvisor, WISelectIM, WISelectSponsor|Comments Off on Introducing the Wisconsin Select GeoDirectory

About the Author:

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