Copyright © 2019 ALM Media Properties, LLC. All Rights Reserved.
Appleton Group Wealth Management LLC
100 W. Lawrence Street, Third Floor
Appleton, Wisconsin 54911
920-993-7727
Web site: www.appletongrouponline.com
E-mail: mscheffler@appletongrouponline.com
Year firm founded: 2002
AUM: $91 million
Number of clients: 95 families and individuals in private client group
Client minimum: $1 million
Compensation: fee-only
Education: BA in music education and music composition, Lawrence University
Previous incarnations: junior high school music teacher; broker
Consumer groups cheered the passage of the Forced Arbitration Injustice Repeal Act.
The commission should “consider whether minor adjustments or more significant changes are appropriate" for the Order Protection Rule, he said at a SIFMA event.
About 60% of eligible retirees in Chile now buy private annuities.
White Paper
Sponsored by FMG Suite
Solving for the Pain Points Broker-Dealers Face Today
Finding the right marketing solution for your advisors.
Report
Sponsored by Smarsh
Regulatory Update: Roundup of 10 Recent FINRA and SEC Violations and Penalties
Review these scenarios to make sure you avoid FINRA & SEC penalties.
White Paper
Sponsored by Smarsh
It’s easy for modern communication methods to expose your firm to risk. Find out how to ensure you remain compliant!
Copyright © 2019 ALM Media Properties, LLC. All Rights Reserved.
Sign In
Newsletters
Sign In
