Mark Edward Schutter

Employer firm

Blake Schutter Theil Wealth Advisors, LLC CRD 292661

$459M regulatory AUM 11 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2008 → 12/2017
  Mv Services Llc
  Dayton, OH
• 01/2018 → Present
  Culmen Real Estate Services, Inc.
  Dayton, OH
• 01/2018 → Present
  Blake-Schutter Wealth Advisors Llc
  Dayton, OH

Previous Registrations

• 2019-04-24 → 2019-08-07
  Sanctuary Advisors, Llc
  Dayton, OH
  Miami, FL
• 2018-06-28 → 2019-05-07
  Blake Schutter Theil Wealth Advisors, Llc
  Dayton, OH
• 2000-01-01 → 2008-12-08
  Dean Investments
  Dayton, OH
• 2004-09-16 → 2008-09-08
  Dean Financial Services
  Dayton, OH

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-06-19

Other Names

• Mark Schutter