Mark S. Schaffer

MADISON PARTNERS

WASHOUGAL, WA

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CRD#: 2447250

Professional summary

Mark Stuart Schaffer, CFP®, ChFC®, CLU® is a registered financial advisor currently at MADISON PARTNERS located in Washougal, Washington.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Mark has worked at 20 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

At a Glance

Always Fiduciary

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.

(1) INSURANCE SALES: Starting 04/07/2025 Mr. Schaffer does not conduct insurance business although continues to maintain active individual agent/producer insurance licenses.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Stuart Schaffer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1998

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

August 14, 2026 - Present

MADISON PARTNERS

RIA

CRD#: 305824

WASHOUGAL, WA

Past

May 3, 2022 - July 3, 2026

ARMSTRONG ADVISORY GROUP INC.

RIA

CRD#: 318662

WASHOUGAL, WA

Past

October 31, 2017 - June 2, 2022

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

WALLINGFORD, CT

Past

October 31, 2017 - June 2, 2022

SECURITIES AMERICA, INC.

CRD#: 10205

WALLINGFORD, CT

Past

September 7, 2016 - October 31, 2017

SCOTTRADE INVESTMENT MANAGEMENT

RIA

CRD#: 169988

SAINT LOUIS, MO

Past

September 7, 2016 - October 31, 2017

SCOTTRADE, INC.

CRD#: 8206

MANCHESTER, CT

Past

May 5, 2016 - July 15, 2016

3D ASSET MANAGEMENT, INC.

RIA

CRD#: 139595

EAST HARTFORD, CT

Past

September 2, 2014 - January 28, 2016

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

WATERBURY, CT

Past

September 2, 2014 - January 28, 2016

SECURITIES AMERICA, INC.

CRD#: 10205

WATERBURY, CT

Past

February 25, 2014 - August 23, 2014

OSAIC INSTITUTIONS, INC.

RIA

CRD#: 35371

ELLINGTON, CT

Past

February 25, 2014 - August 23, 2014

OSAIC INSTITUTIONS, INC.

CRD#: 35371

ELLINGTON, CT

Past

February 3, 2014 - February 14, 2014

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

EAST HARTFORD, CT

Past

August 10, 2011 - October 10, 2013

EDELMAN FINANCIAL SERVICES, LLC

RIA

CRD#: 113299

FARMINGTON, CT

Past

August 10, 2011 - October 10, 2013

SANDERS MORRIS LLC

CRD#: 20580

FARMINGTON, CT

Past

June 5, 2007 - August 1, 2011

RETIREMENT DESIGN & MANAGEMENT INC

RIA

CRD#: 106067

WESTPORT, CT

Past

June 5, 2007 - August 1, 2011

RDM INVESTMENT SERVICES, LLC

CRD#: 104266

WESTPORT, CT

Past

August 30, 2005 - May 23, 2007

REBY ADVISORS, LLC

RIA

CRD#: 126140

DANBURY, CT

Past

August 3, 2005 - May 22, 2007

OSAIC WEALTH, INC.

CRD#: 23131

DANBURY, CT

Past

April 28, 1999 - July 21, 2005

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

NORTH HAVEN, CT

Past

April 13, 1999 - July 21, 2005

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

December 2, 1998 - March 30, 1999

ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454

NAPA, CA

Past

January 2, 1997 - December 2, 1998

FIS SECURITIES, INC.

CRD#: 30533

BOSTON, MA

Past

October 26, 1994 - December 31, 1996

CONSECO SECURITIES, INC.

CRD#: 29367

CARMEL, IN

Past

February 21, 1994 - October 12, 1994

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MADISON PARTNERS

MADISON PARTNERS | MADISON WEALTH PARTNERS, INC. | MADISON PARTNERS LLC

CRD#: 305824 / SEC#: 801-118168

RIA

Registered Investment Advisory firm - (3/4/2020 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(8/14/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/15/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/14/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/6/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/31/1994

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/13/1998

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 11/23/1994

Investment Company Products/Variable Contracts Principal Examination

Current Firm

MADISON PARTNERS

MADISON PARTNERS | MADISON WEALTH PARTNERS, INC. | MADISON PARTNERS LLC

CRD#: 305824 / SEC#: 801-118168

RIA

Registered Investment Advisory firm - (3/4/2020 Approved)

PREMIUM

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Contact information

Main Address

1502 W Broadway Suite 301, Madison, WI 53713

Mailing Address

Phone number

(608) 210-1021

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MADISON PARTNERS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (1/5/2026)

Regulatory assets under management

Total Number of Accounts	6,213
AUM (Assets Under Management)	$ 1,303,110,029

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.

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Advisor Monitoring

Firm Stability Insights

Mark S. Schaffer

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Stuart Schaffer's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARMSTRONG ADVISORY GROUP INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

SCOTTRADE INVESTMENT MANAGEMENT

SCOTTRADE, INC.

3D ASSET MANAGEMENT, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

OSAIC INSTITUTIONS, INC.

OSAIC INSTITUTIONS, INC.

SECURITIES SERVICE NETWORK, LLC

EDELMAN FINANCIAL SERVICES, LLC

SANDERS MORRIS LLC

RETIREMENT DESIGN & MANAGEMENT INC

RDM INVESTMENT SERVICES, LLC

REBY ADVISORS, LLC

OSAIC WEALTH, INC.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

ESSEX NATIONAL SECURITIES, LLC

FIS SECURITIES, INC.

CONSECO SECURITIES, INC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

MADISON PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/15/1998

Series 63

Date: 11/14/1994

SIE

Date: 10/1/2018

Series 7

Date: 3/6/1995

Series 6

Date: 1/31/1994

Series 24

Date: 10/13/1998

Series 26

Date: 11/23/1994

Current Firm

MADISON PARTNERS

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MADISON PARTNERS

TRUST BUT VERIFY

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