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Mark’s commitment to objective, independent wealth management led him to establish Appleton Group Wealth Management LLC in April of 2002. With over 11 years of experience in the financial services industry, Mark serves as portfolio manager for our private client group, and manages all assets held by our proprietary mutual fund and our separately managed account 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 The Appleton Group. Mark is also a DALBAR Certified Fiduciary Adviser under the 2006 Pension Protection Act. He is a 1992 graduate of Lawrence University and is a life-long Wisconsin resident.

 

Address: 100 W. Lawrence St.Third Floor, Appleton, WI 54911
Telephone: 1 866 993 7727
Fax: 1 920 993 7779
Website: http://www.appletongrouponline.com/