LPL Financial
28yrs
Top 18% by experience in Washington
32yrs
Mark Schaffer has worked in the financial industry for 32 years and is a fiduciary financial advisor based in Washougal, Washington. After four years at Armstrong Advisory Group and five years at Securities America Advisors, Mark joined Madison Partners in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Mark’s designations include CFP® and ChFC.
One of 9 advisors with offices in Washougal, and one of 9 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top advisor by experience in Washougal
OfficeWashougal, WA
FirmMadison Partners
How the firm is paid ?Percent of assets
Typical client at the firm ?$615,192
Advisors at the firm41
States licensed ?1 state
Services through Madison Partners
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Aug 2026 – nowMadison PartnersCurrent firm
- 2022 – 2026Armstrong Advisory Group Inc.Previously
- 2017 – 2022Securities America Advisors, Inc.Previously
- Sep 2016 – Oct 2017Scottrade Investment ManagementPreviously
- May 2016 – Jul 20163d Asset Management, Inc.Previously
- Sep 2014 – Jan 2016Securities America Advisors, Inc.Previously
- Feb 2014 – Aug 2014Osaic Institutions, Inc.Previously
- 2011 – 2013Edelman Financial Services, LLCPreviously
Earlier career (3 more)
- 2007 – 2011Retirement Design & Management Inc.Previously
- Aug 2005 – May 2007Reby Advisors, LLCPreviously
- 1999 – 2005Voya Financial Advisors, Inc.Previously
Contact Mark
(608) 210-1021Firm headquarters in Madison, WI. Ask for Mark. Washougal, WAOffice · Get directions LinkedIn pageMadison PartnersIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call Madison Partners at (608) 210-1021 and ask for Mark Schaffer. Mark works from the Washougal, WA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1994, about 32 years. Top advisor by experience in Washougal.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Madison Partners reports being paid by a percentage of the assets they manage. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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