The Appleton Group, LLC

The Appleton Group, LLC (CRD# 119209) is a financial advisory firm headquartered in Appleton, WI. They manage $167,500,000 in 500 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    168
    MILLION
  • Total Number of Accounts
    500
    ACCOUNTS
  • Average Account Value
    $335,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at The Appleton Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Alexander J. Hunt
CRD#: 6428897
100 W. Lawrence St, Suite 306, Appleton, WI 54911
95
Wealthminder
score
Alexander Hunt (CRD# 6428897) is an Investment Advisor Representative working at The Appleton Group, LLC in Appleton, WI and has 1 year of experience in the finance industry.
2
Peter A. Mutschler
CRD#: 5185113
100 W. Lawrence St, Suite 306, Appleton, WI 54911
93
Wealthminder
score

Peter Mutschler (CRD# 5185113) is an Investment Advisor Representative working at The Appleton Group, LLC in Appleton, WI and has over 8 years of experience in the finance industry.

3
Mark C. Scheffler
CRD#: 2691549
100 W. Lawrence St., Suite 211, Appleton, WI 54911
93
Wealthminder
score

Mark Scheffler (CRD# 2691549) is an Investment Advisor Representative working at The Appleton Group, LLC in Appleton, WI and has over 20 years of experience in the finance industry.

4
Wendy M. Hoeft
CRD#: 2850955
100 W. Lawrence St, Suite 306, Appleton, WI 54911
90
Wealthminder
score

Wendy Hoeft (CRD# 2850955) is an Investment Advisor Representative working at The Appleton Group, LLC in Appleton, WI and has over 19 years of experience in the finance industry.

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