Mark Brandon Ward
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 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
13 years in the industry.
- Wells Fargo Bank, NAJul 2026 to now
- Wells Fargo Clearing Services, LLCJul 2026 to now
- Retirement Planners of AmericaJan 2026 to Apr 2026
- Prestige Wealthwide, LLCFeb 2023 to Jan 2026
- Retirement Planners of AmericaMar 2020 to Feb 2023
- Financial Engines Advisors L.L.C. dba Edelman Financial EnginesNov 2016 to Jan 2019
- Red Rock Real EstateJun 2016 to Jan 2026
- Financial EnginesSep 2015 to Jan 2019
- Financial Engines Advisor Center, LLC dba Tmfs Advisors, LLCDec 2013 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (UT).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 6543888
- Firm CRD
- 19616