Svp Wealth Senior Advisor
Current
Oct 2023 - Present
AeroLeads people directory · profile
Mark Scheffler Email & Phone Number
SVP Wealth Senior Advisor, NE Wisconsin Team Leader
at
Johnson Financial Group
1 work email found
@appletongrouponline.com
3 phones found area 920 and 866
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
SVP Wealth Senior Advisor, NE Wisconsin Team Leader
Location
Appleton, Wisconsin, United States
Company size
Who is Mark Scheffler? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Mark Scheffler is listed as SVP Wealth Senior Advisor, NE Wisconsin Team Leader at Johnson Financial Group, a with 1217 employees, based in Appleton, Wisconsin, United States. AeroLeads shows a work email signal at appletongrouponline.com, phone signal with area code 920, 866, and a matched LinkedIn profile for Mark Scheffler.
Mark Scheffler previously worked as SVP Wealth Senior Advisor at Johnson Financial Group and President at Cleartrend Research. Mark Scheffler holds B. Music, Theory/Composition, Education from Lawrence University.
Company email context
Email format at Johnson Financial Group
This section adds company-level context without repeating Mark Scheffler's masked contact details.
{first_initial}{last}@appletongrouponline.com
86% confidence
AeroLeads found 1 current-domain work email signal for Mark Scheffler. Compare company email patterns before reaching out.
Profile bio
About Mark Scheffler
Hi, and thanks for taking a moment to read my LinkedIn profile! I'm eager to connect with CFOs, executives and with sustainability officers throughout the NE Wisconsin region. I specialize in the field of sustainable economics and have been leading in both flexible and socially responsible asset allocation strategies for more than 25 years. How are you innovating? What key advances makes you most proud? I'd love to hear your story and to share our journey in making families, employer-sponsored retirement plans and non-profit endowments more resilient, more beneficial, and more sustainable. Let's connect!
Listed skills include Leadership, Institutional, Portfolio Managers, Executive Level Management, and 1 others.
Current workplace
Mark Scheffler's current company
Company context helps verify the profile and gives searchers a useful next step.
Johnson Financial Group
4 roles
Mark Scheffler work experience
A career timeline built from the work history available for this profile.
President
So proud to announce dual roles as CEO of Appleton Group and now also President of clearTREND Research, the first commercialized Financial Trend Engine available in Wisconsin.
Oct 2017 - Oct 2023
Chief Executive Officer
The Appleton Group Llc
Apr 2002 - Oct 2023
Senior Portfolio Manager
The Appleton Group Llc
I serve in multiple capacities for The Appleton Group, including Senior Portfolio Manager and CEO.
Apr 2002 - Oct 2023
Team & coworkers
Colleagues at Johnson Financial Group
Other employees you can reach at johnsonbank.com. View company contacts for 1217 employees →
RC
Rachel C.
Colleague at Johnson Financial GroupGreater Chicago Area, United States
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AR
Anita Resch, Cfp®
Colleague at Johnson Financial GroupGreen Bay, Wisconsin, United States
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BS
Brianna Scozzaro
Colleague at Johnson Financial GroupRacine, Wisconsin, United States
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BW
Bill Winkler
Colleague at Johnson Financial GroupRacine, Wisconsin, United States
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PA
Patty Andree
Colleague at Johnson Financial GroupMilwaukee, Wisconsin, United States
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CM
Colleen Mercer
Colleague at Johnson Financial GroupCanada
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JH
Jennifer Hurley
Colleague at Johnson Financial GroupRacine, Wisconsin, United States
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LK
Luke Kasten
Colleague at Johnson Financial GroupMilwaukee, Wisconsin, United States
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BS
Benjamin Sanchez
Colleague at Johnson Financial GroupMilwaukee, Wisconsin, United States
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MD
Marquita Davis
Colleague at Johnson Financial GroupJanesville, Wisconsin, United States
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Rachel C.
Colleague at Johnson Financial GroupGreater Chicago Area, United States
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AR
Anita Resch, Cfp®
Colleague at Johnson Financial GroupGreen Bay, Wisconsin, United States
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BS
Brianna Scozzaro
Colleague at Johnson Financial GroupRacine, Wisconsin, United States
View →
BW
Bill Winkler
Colleague at Johnson Financial GroupRacine, Wisconsin, United States
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PA
Patty Andree
Colleague at Johnson Financial GroupMilwaukee, Wisconsin, United States
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CM
Colleen Mercer
Colleague at Johnson Financial GroupCanada
View →
JH
Jennifer Hurley
Colleague at Johnson Financial GroupRacine, Wisconsin, United States
View →
LK
Luke Kasten
Colleague at Johnson Financial GroupMilwaukee, Wisconsin, United States
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BS
Benjamin Sanchez
Colleague at Johnson Financial GroupMilwaukee, Wisconsin, United States
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MD
Marquita Davis
Colleague at Johnson Financial GroupJanesville, Wisconsin, United States
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1 education record
Mark Scheffler education
FAQ
Frequently asked questions about Mark Scheffler
Quick answers generated from the profile data available on this page.
What company does Mark Scheffler work for?
Mark Scheffler works for Johnson Financial Group.
What is Mark Scheffler's role at Johnson Financial Group?
Mark Scheffler is listed as SVP Wealth Senior Advisor, NE Wisconsin Team Leader at Johnson Financial Group.
What is Mark Scheffler's email address?
AeroLeads has found 1 work email signal at @appletongrouponline.com for Mark Scheffler at Johnson Financial Group.
What is Mark Scheffler's phone number?
AeroLeads has found 3 phone signal(s) with area code 920, 866 for Mark Scheffler at Johnson Financial Group.
Where is Mark Scheffler based?
Mark Scheffler is based in Appleton, Wisconsin, United States while working with Johnson Financial Group.
What companies has Mark Scheffler worked for?
Mark Scheffler has worked for Johnson Financial Group, Cleartrend Research, and The Appleton Group Llc.
Who are Mark Scheffler's colleagues at Johnson Financial Group?
Mark Scheffler's colleagues at Johnson Financial Group include Rachel C., Anita Resch, Cfp®, Brianna Scozzaro, Bill Winkler, and Patty Andree.
How can I contact Mark Scheffler?
You can use AeroLeads to view verified contact signals for Mark Scheffler at Johnson Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Mark Scheffler attend?
Mark Scheffler holds B. Music, Theory/Composition, Education from Lawrence University.
What skills is Mark Scheffler known for?
Mark Scheffler is listed with skills including Leadership, Institutional, Portfolio Managers, Executive Level Management, and Public Speaking.
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