Mark Wojtas is a registered investment advisor at Wells Fargo Advisors, based in Grosse Pointe Farms, MI, with 21 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
96 Kercheval Ave, Suite 200 2nd Floor, Grosse Pointe Farms, MI, 48236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark has 100% ownership in MTW Initiatives, Inc. and 20% ownership in Kercheval Financial Group, LLC, both investment-related. These activities each take about a quarter of Mark's time.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
J. P. Morgan Securities INC.
J.P. Morgan Securities INC.Broker
Banc One Securities CorporationBroker
State Registrations37 states
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