Mark A. Schiller

WILLIAMS AND SCHILLER WEALTH MANAGEMENT

SANDPOINT, ID 83864

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CRD#: 4708073

Professional summary

Mark Andrew Schiller, CFP® is a registered financial advisor currently at WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC located in Sandpoint, Idaho.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Mark has worked at 3 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

MR. SCHILLER IS A CERTIFIED PUBLIC ACCOUNTANT WITH WILLIAMS & SCHILLER, P.C. CPAS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Andrew Schiller'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: 2008

Experience

Current

April 18, 2007 - Present

WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC

Office #1: 708 Superior Street, Sandpoint, ID 83864Office #3: 4631 40th Ave S Ste 150, Fargo, ND 58104

RIA

CRD#: 143049

SANDPOINT, ID

Past

May 3, 2006 - August 1, 2006

USALLIANZ SECURITIES, INC.

CRD#: 40875

MINNEAPOLIS, MN

Past

October 15, 2003 - October 4, 2005

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

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

Idaho
(4/18/2007)

IAR

Minnesota
(9/16/2021)

IAR

North Dakota
(12/6/2021)

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 66

Date: 1/6/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/13/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/14/2003

General Securities Representative Examination

Current Firm

WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC

CRD#: 143049 / SEC#: 801-134243

Idaho

Registered Investment Advisory firm - (4/18/2007 Approved)

Minnesota

Registered Investment Advisory firm - (9/16/2021 Approved)

Montana

Registered Investment Advisory firm - (2/27/2012 Approved)

North Dakota

Registered Investment Advisory firm - (6/18/2013 Approved)

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Contact information

Main Address

708 Superior Street, Sandpoint, ID 83864

Mailing Address

Phone number

(208) 265-5959

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (7/28/2025)

Regulatory assets under management

Total Number of Accounts	235
AUM (Assets Under Management)	$ 116,445,001

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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Mark A. Schiller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Andrew Schiller's CRS (Customer Relationship Summary).

Certified licenses

Experience

WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC

USALLIANZ SECURITIES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/6/2007

Series 63

Date: 11/13/2003

Series 7

Date: 10/14/2003

Current Firm

WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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