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 9 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 21 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 20 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.