Mark Schulten
Mark Schulten, CFP®, is a seasoned financial advisor and Managing Partner of TSG Wealth Management, a division of Wells Fargo focused on wealth management services. Mark has been assisting high net worth investors for over 35 years. His client base include retail, high net worth, ultra high net worth, foundations, and institutions. Widely recognized for his expertise, he has received numerous accolades from industry leading publications, including Forbes and Barron’s. In addition to his financial success, Mark is committed to leading by example in the community, recognizing the importance of giving back through philanthropy.
Mark Schulten Professional Experience / Academic History
Professional Experience
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Managing Partner
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Managing Director, Private Wealth Advisor
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Financial Advisor
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Financial Advisor
Academic History
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B.S., Economics
EARLY CAREER
Mark started his career as an Advisor at Paine Webber in the late 1980s.
He teamed up with his father, Warren Schulten, at Shearson Lehman Brothers, which later became Citi Smith Barney.
In 1992, along with his father, Mark founded The Schulten Group. In 2019, he and his team rebranded and expanded their operation into what is now TSG Wealth Management.
RECOGNITION
Barron's Top 100 Financial Advisors, 2015-2023
Barron's Top 1200 Financial Advisors, 2014-2023
Forbes Top 250 Wealth Advisors, 2016-2024
Forbes Best-in-State Wealth Advisors, 2024
COMMUNITY INVOLVEMENT
MEDIA & PUBLICATIONS
He has been featured or profiled in Forbes, Barron's, The Wall Street Journal, Yahoo! Finance, and more.