MS
CFP
MS
CFP

Mark Schulten

37 Years of Experience
Henderson, NV
Broker

Mark Schulten is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Henderson, NV, with 37 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

170 Green Valley Pkwy Suite 220, [Satellite}, Henderson, NV, 89052

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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 is involved in numerous real estate rental properties and LLCs, dedicating minimal time (a few hours per week total) to these activities. He also owns 50% of TSG Wealth Management.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2019 - Present · 6 yrs 9 mos
Wells Fargo Advisors
October 2019 - Present · 6 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
February 2009 - October 2019 · 10 yrs 8 mos
Wells Fargo Clearing Services, LLC
February 2009 - October 2019 · 10 yrs 8 mos
Citigroup Global Markets INC.
July 1997 - February 2009 · 11 yrs 7 mos
Citigroup Global Markets INC.Broker
July 1993 - February 2009 · 15 yrs 7 mos
Lehman Brothers INC.Broker
July 1992 - July 1993 · 1 yr
Painewebber IncorporatedBroker
September 1988 - July 1992 · 3 yrs 10 mos
State Registrations52 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Mark Schulten - Financial Advisor | TrueAdvisor