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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on Jan. 23, 2020
    • $179.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 630
      Accounts
    • $284.3K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

5

name start date
Peter Alan Mutschler
April 2008
Mark Christopher Scheffler
April 2002
Alexander Joseph Hunt
March 2015
Wendy Maureen Hoeft
June 2016
Phillip W Knisely
August 2019

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Mark Christopher Scheffler Chief Executive Officer December, 2017 50% to 75%
    Larry L Heller Minority Owner December, 2017 less than 5%
    Diane O Schneider Minority Owner December, 2017 less than 5%
    Karen Marie Anderson Chief Operations Officer, Chief Compliance Officer December, 2017 less than 5%
      Source: SEC

      Fees

      There is no compensation data available to display at this time