Mark Schiller has been Principal/CCO of Williams and Schiller Wealth Management since January 2007, is a control person of the firm and directly owns between 50% and 75% of it. Mark Schiller holds a Bachelor of Arts in Accounting from Concordia College. Mark Schiller is a graduate of certificate in Estate Planning, College for Financial Planning and certificate in Financial Analysis, College for Financial Planning.
Williams and Schiller Wealth Management, LLC is a Sandpoint, ID firm with $121M under management, 104 clients and 2 advisers across 3 offices, as of its March 2026 filing.
Mark Schiller is Partner at Williams & Schiller Wealth Management. He began his career in 2001, advising individuals, families and business owners on tax, wealth and business planning. He is also a partner of Williams & Schiller, P.C. CPAs & Consultants, a commonly owned CPA and business advisory firm, and is managing partner of the Fargo, ND office.
- – present · 19 yearsAdviser representative · Firm CRD 143049
Professional designations
Listed by Williams and Schiller Wealth Management
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited in Business Valuation (ABV)
Investment adviser representative registrations
Mark Schiller is registered as an investment adviser representative in 3 states. The first approvals date from April 2007; the most recent is North Dakota, in December 2021.
- IdahoSince 18 April 2007
- MinnesotaSince 16 September 2021
- North DakotaSince 6 December 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 6 January 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 November 2003 |
| Series 7 | General Securities Representative Examination | 14 October 2003 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Mark Andrew Schiller
- CRD
- 4708073
- Firm
- Williams and Schiller Wealth Management · CRD 143049
- Role
- Principal/CCO
- Registration
- Investment adviser registration
- In the industry since
- April 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wswealthmanagementllc.com
Where does Mark Schiller work?
Mark Schiller has been Principal/CCO of Williams and Schiller Wealth Management, LLC since January 2007, and is a control person of the firm.
Is Mark Schiller a financial advisor?
Yes. Mark Schiller has a current investment-adviser registration in Idaho, Minnesota and North Dakota, through Williams and Schiller Wealth Management since April 2007.
How many years of experience does Mark Schiller have?
Mark Schiller has 19 years in the financial industry, since April 2007, across 1 adviser firm.
What exams has Mark Schiller passed?
Mark Schiller has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in October 2003.
Is Mark Schiller registered with FINRA?
No. Mark Schiller has no current broker registration.
Is Mark Schiller a CFP?
Williams and Schiller Wealth Management lists Mark Schiller with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Mark Schiller’s record?
Search CRD 4708073 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Schiller’s full registration record.
