Tolan Schueller & Associates
Mark P Schueller
Financial Representative|CPA, CLU®, ChFC®
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Professional
Mark has earned the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) and Certified Public Accountant (CPA) designations.
Mark Schueller brings a special perspective to the uses of life insurance for business succession, executive benefits and estate analysis.
Mark was previously affiliated with a national accounting firm and served as a chief financial officer for a Milwaukee-based corporation.
Mark received his B.B.A. degree from the University of Wisconsin-Milwaukee.
He is a past president of the Milwaukee Chapter of the Chartered Life Underwriters, Estate Counselors Forum, Wisconsin Institute of Certified Public Accountants, National Association of Accountants and Association for Advanced Life Underwriting.
Throughout his career, Mark Schueller has received many awards, including:
- Million Dollar Round Table Qualifying/Life Member (1984-2007)
- National Quality Award (1980-1999, 2001-2002, 2006)
- National Sales Achievement Award (1979-1990)
Mark is a Member of the Children´s Hospital Foundation and the Ozaukee Country Club Finance Committee.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
