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Advisors / Ohio / Dayton
27yrs

Mark Schutter

Financial advisor at Blake Schutter Theil Wealth Advisors

Based in Dayton, Ohio, Mark Schutter is a fiduciary financial advisor with 27 years of industry experience. Mark has been with Blake Schutter Theil Wealth Advisors since 2020; before that, Mark spent less than a year at Sanctuary Advisors and four years at Dean Financial Services. Blake Schutter Theil Wealth Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 245 advisors with offices in Dayton, and one of 195 fiduciaries.

Dayton, OH 45459Top 22% by experience in OhioFiduciary advisor
Call the officeDirections

At a glance

Experience27 years (since 2000)
How that compares ?Top 22% by experience in Ohio
Office7777 Washington Village Dr. Suite 120, Dayton, OH 45459
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.12 million
Advisors at the firm2
States licensed ?1 state

Services through Blake Schutter Theil Wealth Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 65Uniform Investment Adviser Law Examination

Career

  1. 2020 – now
  2. Apr 2019 – Aug 2019
  3. Jun 2018 – May 2019
  4. 2004 – 2008
  5. 2000 – 2008

Questions to ask Mark

Tailored to Mark’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Mark

How do I contact Mark?

Call Blake Schutter Theil Wealth Advisors at 9379567875 and ask for Mark Schutter. Mark works from the Dayton, OH office.

How long has Mark been a financial advisor?

Mark has been in the industry since 2000, about 27 years. Top 22% by experience in Ohio.

What licenses does Mark hold?

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?

Blake Schutter Theil Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. 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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