Mark Schutter has been an investment adviser representative at Blake Schutter Theil Wealth Advisors since January 2020, and is not listed among the firm’s executive officers or direct owners.
Blake Schutter Theil Wealth Advisors, LLC is a Dayton, OH firm with $459M under management, 192 clients and 4 advisers in one office, as of its March 2026 filing.
Mark E. Schutter is Partner and President of Blake Schutter Theil Wealth Advisors. Before forming the firm, then Blake Schutter Wealth, he was President and Chief Investment Officer of a commercial and multi-family construction real estate firm based in Dayton, OH, where he also worked with owner investors to provide wealth management services. In 1987 he became a Certified Public Accountant and joined a national accounting firm as a Senior Manager in its tax department, eventually heading its Wealth Management and State and Local Tax Group.
Mark Schutter’s longest registration was 8 years at Dean Investments (2000–2008). Before joining Blake Schutter Theil Wealth Advisors in 2020, Mark Schutter was registered through Sanctuary Advisors, LLC and Dean Financial Services.
- – present · 6 yearsDayton, OH · Adviser representative · Firm CRD 292661
- Sanctuary Advisors, LLC– · under a yearDayton, OH · Adviser representative · Firm CRD 226606
- – · under a yearDayton, OH · Adviser representative · Firm CRD 292661
- Dean Financial Services– · 3 yearsDayton, OH · Adviser representative · Firm CRD 129679
- Dean Investments– · 8 yearsDayton, OH · Adviser representative · Firm CRD 104635
Professional designations
Listed by Blake Schutter Theil Wealth Advisors
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Mark Schutter is registered as an investment adviser representative in 2 states. The first approvals date from January 2020; the most recent is Florida, in January 2025.
- FloridaSince 29 January 2025
- OhioSince 24 January 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 June 2019 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 4 October 1996 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Mark Edward Schutter
- CRD
- 2813822
- Firm
- Blake Schutter Theil Wealth Advisors · CRD 292661
- Office
- 7777 WASHINGTON VILLAGE DR., SUITE 120, Dayton, OH 45459
- Registration
- Investment adviser registration
- In the industry since
- January 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bstwealthadvisors.com
Where does Mark Schutter work?
Mark Schutter is an investment adviser representative registered through Blake Schutter Theil Wealth Advisors, LLC since January 2020, and is not listed among the firm’s executive officers or direct owners.
Is Mark Schutter a financial advisor?
Yes. Mark Schutter has a current investment-adviser registration in Florida and Ohio, through Blake Schutter Theil Wealth Advisors since January 2020.
How many years of experience does Mark Schutter have?
Mark Schutter has 16 years in the financial industry, since January 2010, across 4 adviser firms.
What exams has Mark Schutter passed?
Mark Schutter has passed 2 licensing exams: the Series 6 and Series 65. The earliest, the Series 6, was passed in October 1996.
Where did Mark Schutter work before Blake Schutter Theil Wealth Advisors?
Before Blake Schutter Theil Wealth Advisors, Mark Schutter was registered through Sanctuary Advisors, LLC, April 2019 to August 2019; Blake-Schutter Wealth Advisors, June 2018 to May 2019; Dean Financial Services, September 2004 to September 2008; Dean Investments, January 2000 to December 2008.
Where is Mark Schutter based?
Mark Schutter’s registered office is in Dayton, OH.
Is Mark Schutter registered with FINRA?
No. Mark Schutter has no current broker registration.
How can I verify Mark Schutter’s record?
Search CRD 2813822 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Schutter’s full registration record.