MP
CFP
MP
CFP

Mark Pehrson

39 Years of Experience
Wayzata, MN
Broker

Mark Pehrson is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Wayzata, MN, with 39 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

701 Lake Street E Ste 200, [Satellite], Wayzata, MN, 55391

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Mark owns 100% of Perissos, LLC, dedicating full-time hours to the firm for financial practice. He also serves as treasurer for South Metro Huskies, spending minimal time on paying expenses and updating the balance sheet.

Employment History
Current Registrations
Wells Fargo Advisors
September 2019 - Present · 6 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2010 - September 2019 · 9 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
September 2008 - September 2019 · 11 yrs
UBS Financial Services INC.Broker
August 2006 - October 2008 · 2 yrs 2 mos
Piper Jaffray & CO.Broker
January 2000 - August 2006 · 6 yrs 7 mos
U.S. Bancorp Investments, INC.Broker
January 1994 - September 2001 · 7 yrs 8 mos
Citicorp Investment ServicesBroker
April 1992 - December 1993 · 1 yr 8 mos
Craig-Hallum, INC.Broker
November 1990 - March 1992 · 1 yr 4 mos
R a F Financial CorporationBroker
June 1990 - November 1990 · 5 mos
B C Financial CorporationBroker
August 1989 - May 1990 · 9 mos
Blinder, Robinson & CO., INC.Broker
January 1986 - January 1989 · 3 yrs
State Registrations13 states
AZCAFLIDMIMNMSOHORSCTXVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.