Alan Scott Markfeld
Investment adviser representative at Wells Fargo Advisors
15 yearsExperience
1 stateRegistered in
$252.3BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Wells Fargo Advisors Financial Network, LLCOct 2025 to now
- Osaic Wealth, Inc.Aug 2024 to Oct 2025
- Triad AdvisorsJul 2023 to Aug 2024
- Gallagher Fiduciary Advisors, LLCJun 2023 to Oct 2025
- Independent Financial GroupMar 2021 to Jul 2023
- Fca RetirementFeb 2021 to Oct 2025
- F3 Logic, LLCFeb 2021 to May 2023
- Macquarie Investment Management Business TrustApr 2020 to Dec 2020
- Delaware Distributors, L.P.Jan 2011 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (VA).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2292561
- Firm CRD
- 11025