MB
MB

Mark Belschner

30 Years of Experience
Cranberry Township, PA
Broker

Mark Belschner is a registered investment advisor at Wells Fargo Advisors, based in Cranberry Township, PA, with 30 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

8001 Rowan Rd, Ste 213, Cranberry Township, PA, 16066

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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 has 100% ownership of MCB Financial, an investment-related business in Mars, PA. He spends nearly full-time on this activity, including some time during trading hours, for his Finet practice.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2010 - Present · 15 yrs 11 mos
Wells Fargo Advisors
June 2010 - Present · 15 yrs 11 mos
Previous Registrations
Wells Fargo Advisors, LLC
May 2010 - June 2010 · 1 mo
Wells Fargo Advisors, LLCBroker
January 2008 - June 2010 · 2 yrs 5 mos
A. G. Edwards & Sons, INC.Broker
October 1995 - January 2008 · 12 yrs 3 mos
State Registrations21 states
ALAZCACOCTFLGALAMAMDMIMNNCNHNJNYOHPASCVAWV
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.
Mark Belschner - Financial Advisor | TrueAdvisor