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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

SCHENCK INVESTMENT SOLUTIONS LLC

CRD 112997

APPLETON, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:acc36d51-e276-3e65-f218-feedef31b798

Data as of Dec 7, 2018 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 0
On other graphs: 0
Observed: Dec 16, 2011 to Dec 7, 2018
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $875MItem 5.F on the latest filing (2018-12-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $447M
Private client RAUM: $846MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 9
Advisory employees: 8
Offices: 9Schedule D 1.F, beyond the principal office
Accounts: 1,278
Individual clients: 492
High net worth clients: 153
Custody, client assets: $247M
SEC number: 801-61043
CRD: 112997
Filings on the tape: 18
First filed: Dec 16, 2011
Latest filed: Dec 7, 2018
Organised: Limited Liability Company, Wisconsin

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
SCHENCK SC	Owner	E	yes	01/1999	Dec 16, 2011	Dec 7, 2018
ALTENBURG, RONALD, J	Director	Na	no	10/2007	Dec 16, 2011	Dec 7, 2018
ANDAY, JAIME	Director	Na	no	10/2016	Dec 1, 2016	Dec 7, 2018
BENTLEY, CHRIS	CHIEF COMPLIANCE OFFICER	Na	no	02/2018	Mar 21, 2018	Dec 7, 2018
FENLON, MARK, JOHN	PRESIDENT/CEO	Na	no	10/2017	Dec 7, 2018	Dec 7, 2018
LILLESAND, TERRI	Director	Na	no	10/2016	Dec 1, 2016	Dec 7, 2018
SPAETH, MARK	Director	Na	no	10/2016	Dec 1, 2016	Dec 7, 2018
Young, Dan	Director	Na	no	10/2017	Dec 7, 2018	Dec 7, 2018
Zacharias, Ken	Director	Na	no	10/2017	Dec 7, 2018	Dec 7, 2018

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
WKMR FINANCIAL GROUP, LLC	n/a	n/a	n/a	Y	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Brookfield	Wi	United States	1	no
FOND DU LAC	Wi	United States	1	no
GREEN BAY	Wi	United States	1	no
Manitowoc	Wi	United States	1	no
Milwaukee	Wi	United States	1	no
Oconomowoc	Wi	United States	1	no
Oshkosh	Wi	United States	1	no
Sheboygan	Wi	United States	1	no
Wausau	Wi	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2018	Dec 7, 2018	$875M	$447M	9	8	9	n/a	n/a
2017	Dec 5, 2017	$775M	$388M	7	6	7	n/a	n/a
2016	Dec 1, 2016	$670M	$339M	6	5	n/a	n/a	n/a
2015	Nov 23, 2015	$593M	$282M	6	5	n/a	n/a	n/a
2014	Dec 4, 2014	$557M	$266M	5	5	n/a	n/a	n/a
2013	Dec 11, 2013	$481M	$220M	4	4	n/a	n/a	n/a
2012	Nov 26, 2012	$398M	$190M	4	4	n/a	n/a	n/a
2011	Dec 16, 2011	$316M	$150M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2018	$875M	$775M	13.0%	$593M	13.8%	9	7	9	7

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	5	Mar 6, 2019	Jan 2, 2020	APPLETON, WI	Firm absorbed	RIA to ibd	100.0%

Relationships

Owns (8)

← FENLON, MARK, JOHNOwnerPRESIDENT/CEO, ownership code NA, individual
Dec 7, 2018 to presentfactForm ADV
← ALTENBURG, RONALD, JOwnerDIRECTOR, ownership code NA, individual
Dec 16, 2011 to presentfactForm ADV
← SPAETH, MARKOwnerDIRECTOR, ownership code NA, individual
Dec 1, 2016 to presentfactForm ADV
← ANDAY, JAIMEOwnerDIRECTOR, ownership code NA, individual
Dec 1, 2016 to presentfactForm ADV
← LILLESAND, TERRIOwnerDIRECTOR, ownership code NA, individual
Dec 1, 2016 to presentfactForm ADV
← BENTLEY, CHRISOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 21, 2018 to presentfactForm ADV
← Young, DanOwnerDIRECTOR, ownership code NA, individual
Dec 7, 2018 to presentfactForm ADV
← Zacharias, KenOwnerDIRECTOR, ownership code NA, individual
Dec 7, 2018 to presentfactForm ADV

Controls (1)

← SCHENCK SCOwnerOWNER, ownership code E, domestic entity
Dec 16, 2011 to presentfactForm ADV

Moved with (1)

→ CLIFTONLARSONALLEN WEALTH ADVISORS, LLCRegistered adviser5 advisors, firm absorbed
Mar 6, 2019 to Jan 2, 2020factForm ADV

Registered with (8)

← Mark John FenlonAdvisorregistration: previous registration
Aug 16, 2017 to Mar 14, 2019factForm ADV
← JULIE ANN LEFEVREAdvisorregistration: previous registration
Dec 11, 2017 to Mar 6, 2019factForm ADV
← Dave Allen IsaacsonAdvisorregistration: previous registration
Jan 8, 2018 to Mar 6, 2019factForm ADV
← Sandra Ann RisgaardAdvisorregistration: previous registration
Jun 26, 2015 to Mar 6, 2019factForm ADV
← Jeffrey David DayeAdvisorregistration: previous registration
Nov 24, 2015 to Mar 6, 2019factForm ADV
← Daniel J WotrubaAdvisorregistration: previous registration
May 14, 2018 to Jan 8, 2019factForm ADV
← Jesse Lincoln NelsonAdvisorregistration: previous registration
Apr 21, 2006 to Jun 5, 2015factForm ADV
← STEVEN NICHOLAS HOOYMANAdvisorregistration: previous registration
May 26, 1999 to Nov 12, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:acc36d51-e276-3e65-f218-feedef31b798
First observed: Dec 16, 2011
Last observed: Dec 7, 2018 94 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SCHENCK INVESTMENT SOLUTIONS LLC

CRD 112997

APPLETON, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:acc36d51-e276-3e65-f218-feedef31b798

Data as of Dec 7, 2018 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:46 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SCHENCK SC

Owner

yes

01/1999

Dec 16, 2011

Dec 7, 2018

ALTENBURG, RONALD, J

Director

10/2007

Dec 16, 2011

Dec 7, 2018

ANDAY, JAIME

Director

10/2016

Dec 1, 2016

Dec 7, 2018

BENTLEY, CHRIS

CHIEF COMPLIANCE OFFICER

02/2018

Mar 21, 2018

Dec 7, 2018

FENLON, MARK, JOHN

PRESIDENT/CEO

10/2017

Dec 7, 2018

LILLESAND, TERRI

Director

10/2016

Dec 1, 2016

Dec 7, 2018

SPAETH, MARK

Director

10/2016

Dec 1, 2016

Dec 7, 2018

Young, Dan

Director

10/2017

Dec 7, 2018

Zacharias, Ken

Director

10/2017

Dec 7, 2018

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WKMR FINANCIAL GROUP, LLC

n/a

City

State

Country

Employees

Also broker-dealer

Brookfield

United States

FOND DU LAC

United States

GREEN BAY

United States

Manitowoc

United States

Milwaukee

United States

Oconomowoc

United States

Oshkosh

United States

Sheboygan

United States

Wausau

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2018

Dec 7, 2018

$875M

$447M

n/a

2017

Dec 5, 2017

$775M

$388M

n/a

2016

Dec 1, 2016

$670M

$339M

n/a

2015

Nov 23, 2015

$593M

$282M

n/a

2014

Dec 4, 2014

$557M

$266M

n/a

2013

Dec 11, 2013

$481M

$220M

n/a

2012

Nov 26, 2012

$398M

$190M

n/a

2011

Dec 16, 2011

$316M

$150M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2018

$875M

$775M

13.0%

$593M

13.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Mar 6, 2019

Jan 2, 2020

APPLETON, WI

Firm absorbed

RIA to ibd

100.0%