The Appleton Group LLC
Legal Name: THE APPLETON GROUP, LLC
Full Contact Details
The Appleton Group LLC
100 W. LAWRENCE ST, SUITE 306, APPLETON, WI
920/993-7727
920/993-7779
Other Info
The Appleton Group LLC, legally named THE APPLETON GROUP, LLC, is a Wisconsin-based Limited Liability Company that employs 6 professionals, with 4 working in advisory positions. Serving a diverse client base of 226, it is registered as an SEC-approved firm since December 4, 2003.
The Appleton Group LLC
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Direct Owners
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DIANE O SCHNEIDER
MINORITY OWNER owns less than 5%
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KAREN MARIE ANDERSON
CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER owns less than 5%
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LARRY L HELLER
MINORITY OWNER owns less than 5%
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MARK CHRISTOPHER SCHEFFLER
CHIEF EXECUTIVE OFFICER owns more than 50% but less than 75%
Firms Located Nearby
Top Holdings
- SCHWAB U.S. LARGE-CAP GROWTH ETF $20,698k
- SCHWAB STRATEGIC TR $11,037k
- SCHWAB STRATEGIC TRUST $10,941k
- SCHWAB STRATEGIC TR $9,986k
- SPDR SERIES TRUST $5,233k
- SPDR S&P 500 ETF TR TR UNIT $5,193k
- INVESCO EXCHNG TRADED FD TR $4,797k
- ISHARES TR RUS 1000 VAL ETF $4,553k
- VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD $4,378k
- SPDR SERIES TRUST $1,928k