# THE APPLETON GROUP, LLC

THE APPLETON GROUP, LLC of APPLETON, WI is an SEC-registered investment adviser.

## Registration

- CRD: 119209
- Type: SEC-registered investment adviser
- SEC file number: 801-62598
- Location: 100 W. LAWRENCE ST, SUITE 306, APPLETON, WI, 54911
- Phone: 920/993-7727
- Latest filing: 2023-03-30
- Regulatory AUM: $194.1M
- Discretionary AUM: $194.1M
- Clients: 7
- Accounts: 242

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| ANDERSON MICHELLE MARIE | CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER | — |
| SCHEFFLER MARK CHRISTOPHER | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; MANAGING MEMBER (+2 more) | — |
| OGILVIE ANDREW DAVID | MEMBER; MINORITY OWNER | — |
| OGILVIE DAVID ANDREW | MEMBER; MINORITY OWNER | — |
| SCHNEIDER DIANE O | MEMBER; MINORITY OWNER | — |
| HELLER LARRY L | MEMBER; MINORITY OWNER | — |
| OGILVIE ANDREW D | MEMBER | — |
| OGILVIE DAVID A | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/119209/brochure
- Similar advisers: https://search.stillhousedata.com/firm/119209/similar
- Related entities: https://search.stillhousedata.com/firm/119209/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/119209

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.