MS
Mark E. Schutter
BLAKE SCHUTTER THEIL WEALTH ADVISORS
Dayton, OH 45459
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CRD#: 2813822
MS
Professional summary
Mark Edward Schutter, who also goes by Mark Schutter, is a registered financial advisor currently at BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC located in Dayton, Ohio.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Mark has worked at 5 firms and has passed the Series 65 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mark Schutter
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.
Miller-Valentine Partners Ltd. - Member and President / CIO avg. 600 hrs/yr MV Partners INV LLC - Member and President / CIO avg. 600 hrs/yr Mid-States Partners LLC - Member and President / CIO avg. 600 hrs/yr Culmen Real Estate Services, Inc. - Officer and Employee Culmen Real Estate Services, Inc. 401(k) Profit Sharing Plan, Administrator. 2 Hours per month, 0 during trading hours No Comp. Greene County Community Foundation - Board & Finance Committee Member 2 hr/month - No comp. Goodwill Easter Seals Miami Valley - Board Member - 2 hr/month - No comp. Centerville Baseball League Inc - Treasurer - 4 hr/month - No Comp. University of Dayton Davis Center for Portfolio Mgmt.- Advisory Board Member; no comp. MVP LTD Securities LLC- President & CIO; 15 hours per month during trading hours. Equity Incentives are received. Jeremias A Andrews Rev Ret Trust; Trustee; not a beneficiary of account- January 2017 to present Blake Schutter Wealth 401(k) and PSP. Administrative trustee. unpaid position no hours during trading James Miller Insurance Trust, Trustee. 1 Hour/month during trading hours. No compensation Albert F. Schneider Insurance trust, Trustee, 1 Hour per month during trading hours. No Compensation MVCH, LTD, 50% partner Passive activity, No duties James Miller Insurance Trust II, Trustee. 1 Hour/month during trading hours. No compensation
CRS (Client Relationship Summary) - RIA
Click below to view Mark Edward Schutter's 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®
NoneExperience
Current
January 24, 2020 - Present
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC
Office #1: 7777 Washington Village Dr. Suite 120, Dayton, OH 45459RIA
CRD#: 292661
Dayton, OH
Past
April 24, 2019 - August 7, 2019
SANCTUARY ADVISORS, LLC
RIA
CRD#: 226606
Dayton, OH
Past
June 28, 2018 - May 7, 2019
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC
RIA
CRD#: 292661
DAYTON, OH
Past
September 16, 2004 - September 8, 2008
DEAN FINANCIAL SERVICES
RIA
CRD#: 129679
DAYTON, OH
Past
January 1, 2000 - December 8, 2008
DEAN INVESTMENTS
RIA
CRD#: 104635
DAYTON, OH
Past
April 16, 1997 - October 29, 2007
2480 SECURITIES LLC
BD
CRD#: 41964
DAYTON, OH
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".
BS
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC | BLAKE-SCHUTTER WEALTH ADVISORS LLC | BLAKE-SCHUTTER WEALTH ADVISORS | BLAKE SCHUTTER WEALTH
CRD#: 292661 / SEC#: 801-117244
RIA
Registered Investment Advisory firm - (8/23/2019 Approved)Ohio
Registered Investment Advisory firm - (5/7/2019 Terminated)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
Florida(1/29/2025)
IAR
Ohio(1/24/2020)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
BS
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC | BLAKE-SCHUTTER WEALTH ADVISORS LLC | BLAKE-SCHUTTER WEALTH ADVISORS | BLAKE SCHUTTER WEALTH
CRD#: 292661 / SEC#: 801-117244
RIA
Registered Investment Advisory firm - (8/23/2019 Approved)Ohio
Registered Investment Advisory firm - (5/7/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7777 Washington Village Dr. Suite 120, Dayton, OH 45459
Mailing Address
P.o. Box 744, Dayton, OH 45401-0744
Phone number
(937) 956-7875
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 406 |
| AUM (Assets Under Management) | $ 463,314,011 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/25/2025 | ||
| 10/22/2024 | ||
| 01/22/2024 | ||
| 07/26/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC
CRD#: 292661Dayton, OH 45459TRUST BUT VERIFY
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