Mark Edward Schutter
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Mark Schutter
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SOLTIS INVESTMENT ADVISORS, LLC
Videos & Posts
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SOLTIS INVESTMENT ADVISORS, LLC
Contact Information
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SOLTIS INVESTMENT ADVISORS, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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SOLTIS INVESTMENT ADVISORS, LLC
Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC | BLAKE-SCHUTTER WEALTH ADVISORS LLC | BLAKE-SCHUTTER WEALTH ADVISORS | BLAKE SCHUTTER WEALTH
Contact Information
Main Address
7777 Washington Village Dr. Suite 120, Dayton, OH 45459Mailing Address
P.o. Box 744, Dayton, OH 45401-0744Phone Number
(937) 956-7875# of Employees
6SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
432AUM (Assets Under Management)
$459,456,067Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/25/2025 | Cover Page | Report |
| 10/22/2024 | Cover Page | Report |
| 01/22/2024 | Cover Page | Report |
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SOLTIS INVESTMENT ADVISORS, LLC
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.
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SOLTIS INVESTMENT ADVISORS, LLC
Primary Firm SEC Registration
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC | BLAKE-SCHUTTER WEALTH ADVISORS LLC | BLAKE-SCHUTTER WEALTH ADVISORS | BLAKE SCHUTTER WEALTH
State Registrations and Notice Filings
(1/29/2025)
(1/24/2020)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 1996About the Series 6 examSimilar Advisors
SOLTIS INVESTMENT ADVISORS, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Mark Edward Schutter's CRS (Customer Relationship Summary).
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SOLTIS INVESTMENT ADVISORS, LLC
