Mark Heinen
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Wells Fargo Clearing Services, LLCSep 2024 to now
- Echo Global LogisticsOct 2021 to Sep 2024
- Conway ShieldsApr 2021 to Oct 2021
- UnemployedJan 2021 to Feb 2021
- Innio Gas and ElectricJun 2020 to Nov 2020
- Mortgage Guaranteed Insurance CompanyJan 2020 to Jun 2020
- Milwaukee Duffy BoatJun 2019 to Nov 2019
- Marquette UniversityAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
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
- 6897589
- Firm CRD
- 19616