Appleton Group LLC
Registered Principal Details
Cessation Date
1/16/2018 3:44:38 PM
Business Or Interest:
Registered Investment Advisor, 3(38) Fiduciary to the Wisconsin Select Program (a state-wide employer-sponsored retirement plan platform comprised primarily of Wisconsin-domiciled service providers).
Lobbying Interests:
Financial services, specifically Wisconsin Deferred Compensation Plan administrative rules governing the qualifications for both primary and secondary administrators.
CEO Name:
Mark Scheffler
CEO
1/16/2018 3:44:38 PM
Business Or Interest:
Registered Investment Advisor, 3(38) Fiduciary to the Wisconsin Select Program (a state-wide employer-sponsored retirement plan platform comprised primarily of Wisconsin-domiciled service providers).
Lobbying Interests:
Financial services, specifically Wisconsin Deferred Compensation Plan administrative rules governing the qualifications for both primary and secondary administrators.
CEO Name:
Mark Scheffler
CEO
Contact
MCS
Mark Christopher Scheffler
100 W. Lawrence St., Suite 306
Appleton, WI 54911
(920) 993-7727 x14
(920) 993-7779
mscheffler@appletongrouponline.com
http://www.appletongrouponline.com
100 W. Lawrence St., Suite 306
Appleton, WI 54911
(920) 993-7727 x14
(920) 993-7779
mscheffler@appletongrouponline.com
http://www.appletongrouponline.com
Authorized Lobbyists
| Lobbyist Name | Exclusive Duties | Authorized On | Withdrawn On |
|---|---|---|---|
| Mark Christopher Scheffler | Exclusive Duties N/A | Authorized On 1/27/2017 | Withdrawn On 1/16/2018 |
Lobbying Interests
Topics Not Yet Assigned A Bill Or Rule Number
Amending ETF 70.05 to allow in-state deferred compensation vendors to bid on an alternative administrator role for the Wisconsin Deferred Compensation program.
Development, drafting or introduction of a proposal relating to
Amending ETF 70.05 to allow in-state deferred compensation vendors to bid on an alternative administrator role for the Wisconsin Deferred Compensation program.
Amending ETF 70.05 to allow in-state deferred compensation vendors to bid on an alternative administrator role for the Wisconsin Deferred Compensation program.
Action Intended To Affect
Rule (by a state agency)
Notification Date
3/1/2017
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Rule (by a state agency)
Notification Date
3/1/2017
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Modification to ETF 70.05 and 70.06 regarding qualifications for primary and secondary administrator for the Wisconsin Deferred Compensation Program
Development, drafting or introduction of a proposal relating to
Modification to ETF 70.05 and 70.06 regarding qualifications for primary and secondary administrator for the Wisconsin Deferred Compensation Program
Modification to ETF 70.05 and 70.06 regarding qualifications for primary and secondary administrator for the Wisconsin Deferred Compensation Program
Action Intended To Affect
Rule (by a state agency)
Notification Date
1/27/2017
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Supporting Documentation
20170112_Proposed Statute Changes 112816.pdf
Rule (by a state agency)
Notification Date
1/27/2017
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Supporting Documentation
20170112_Proposed Statute Changes 112816.pdf
Total Lobbying Effort
| 2017 January - June |
2018 January - June |
Total | |
|---|---|---|---|
| Total Lobbying Expenditures | 2017 January - June $689.00 |
2018 January - June $0.00 |
Total $689.00 |
| Total Hours Communicating | 2017 January - June 3.65 |
2018 January - June 0.00 |
Total 3.65 |
| Total Hours Other | 2017 January - June 4.00 |
2018 January - June 0.00 |
Total 4.00 |
Percent Allocation of Lobbying Effort
Legislative Bills/Resolutions
No legislative bills/resolutions found.
Budget Bill Subjects
No budget bill subjects found.
Administrative Rulemaking Proceedings
No administrative rulemaking proceedings found.
Topics Not Yet Assigned A Bill Or Rule Number
Modification to ETF 70.05 and 70.06 regarding qualifications for primary and secondary administrator for the Wisconsin Deferred Compensation Program
| 2017 January - June |
2017 July - December |
2018 January - June |
2018 July - December |
Total |
|---|---|---|---|---|
| 2017 January - June 100% |
2017 July - December |
2018 January - June |
2018 July - December |
Total 100% |
Minor Efforts
No minor efforts found.
Other Matters
No other matters found.