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MS

Mark A. Schieffer

Some features on this profile are disabled
CRD#: 2156567
MS

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Mark Allen Schieffer was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 2015. Mark had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

March 30, 2015 - September 12, 2017

BALANCE SHEET SOLUTIONS LLC

RIA
CRD#: 124786
WESTMINSTER, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

BS
BALANCE SHEET SOLUTIONS LLC
BALANCE SHEET SOLUTIONS LLC | MID-STATES INVESTMENT SOLUTIONS LLC

CRD#: 124786 / SEC#: 801-63345, 8-65727

BD
Terminated by SEC on 02/18/2013
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
184 Shuman Blvd Suite 400, Naperville, IL 60563
Mailing Address
Phone number
Established
Illinois since 10/10/2002
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents

Latest Form ADV

Part 2 Brochures

SEPTEMBER 2017 REVISED (3/7/2019)

Direct owners and executive officers

NamePositionCRD#
ALLOYA CORPORATE FEDERAL CREDIT UNIONSOLE MEMBER OF LLC
SMITH, ERIC ALLENFINANCIAL AND OPERATIONS PRINCIPAL4661918
WESTBERG, MARY GAYLECHIEF COMPLIANCE OFFICER4711566

Disclosures

Regulatory Event1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BALANCE SHEET SOLUTIONS LLC

CRD#: 124786

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