Mark Nolan
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 Clearing Services, LLCDec 2022 to now
- US Tech SolutionsDec 2022 to now
- Loan DepotJun 2021 to now
- Applied Maintenance Supplies & SolutionsOct 2022 to Dec 2022
- Cardinal FinancialApr 2021 to May 2022
- Amerihome MortgageDec 2020 to Apr 2022
- American Trust Investment SvcsDec 2019 to Dec 2020
- Dagaz GroupNov 2019 to Dec 2019
- The GlenMay 2019 to Aug 2019
- Shakespeares PizzaJan 2019 to May 2019
- LevyAug 2017 to May 2021
- University of MissouriAug 2017 to May 2021
- D214May 2017 to Aug 2017
- RefereeJan 2015 to Aug 2017
- Rolling Meadows High SchoolAug 2013 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7221789
- Firm CRD
- 19616