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Mark Edward Schutter

Investment Adviser Representative at BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

Dayton, OHCRD #2813822Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
States Registered
2 states
Exams Passed
2

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
FloridaOhio
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/19/2019
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/4/1996

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Retirement Plan Assets - up to $1,000,0001.00%
Retirement Plan Assets - $1,000,000 to $3,000,0000.75%
Retirement Plan Assets - above $3,000,0000.50%
Wealth Management - up to $1,000,0001.25%
Wealth Management - $1,000,000 to $3,000,0001.00%
Wealth Management - above $3,000,0000.75%
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Blake Schutter Theil Wealth Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLCCurrent
1/24/2020Dayton, OH
SANCTUARY ADVISORS, LLC
4/24/20198/7/2019Dayton, OH
BLAKE-SCHUTTER WEALTH ADVISORS
6/28/20185/7/2019Dayton, OH
DEAN INVESTMENTS
1/1/200012/8/2008Dayton, OH
DEAN FINANCIAL SERVICES
9/16/20049/8/2008Dayton, OH

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

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View BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mark Edward Schutter has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Mark Edward Schutter - Financial Advisor in Dayton, OH | AdvisorFinder