Mark Bukowski
Mark Bukowski is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Roanoke, VA, with 25 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B 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
10 S Jefferson St Ste 2100, [V3/V8-Rbo], Roanoke, VA, 24011
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2015Other Business Activities
Mark owns two rental properties with his spouse, one in Roanoke, VA and the other in Christiansburg, VA, since September 2024. He spends minimal time on these activities.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Wachovia Securities, INC.Broker
First Union Securities, INC.Broker
State Registrations18 states
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
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