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Mark Scheffler

ABOUT
Mark's commitment to objective, independent wealth management led him to establish Appleton Group Wealth Management LLC in April of 2002. With over 16 years of experience in the financial services industry, Mark serves as portfolio manager for our private client group, and co-manages all assets held by our investment management and advisory clients. His responsibilities include risk analysis, asset allocation, market research, and institutional client development. Mark also serves as both Principal and Chief Compliance Officer of Appleton Group Wealth Management LLC. Mark is also a DALBAR Certified Fiduciary Adviser under the 2006 Pension Protection Act.

In 1996, Mark earned the Series 7, 63 and 65 designations. ...More
SNAPSHOT
  • Description: Independent / boutique research firm analyst. Trading frequency: Monthly
  • Interests: Commodities, ETFs, Mutual funds, REITs, Stocks - long, Stocks - short
COMPANY
clearTREND™ Research clearTREND™ is a cutting edge investment research tool developed to help navigate today’s dynamic markets, working to turn investment volatility into investment gains. This online research tool analyzes price movements for a nearly endless number of investment securities over various time periods, and ...More
BLOG
On the Right Side of the Market Mark Scheffler's BLOG highlights current research from clearTREND™, his firm's cutting-edge online trend research app. With access to real-time quantitative research on more than 65,000 unique securities, clearTREND™ represents one of the most robust, powerful and easy-to-use market research tools available ...More
Book
On the Right Side of the Market: Using ETFs and Trend-Following Strategies to Save Your Investment Portfolio The severe market declines of 2008 and a lost decade of no net growth have challenged investors to rethink the assumptions that were once commonplace. While stocks, real estate and commodities have all experienced periods of great boom, they have also experienced periods of great bust. But those who are ...More