Mark Grimsrud
Mark Grimsrud is a registered investment advisor at Wells Fargo Advisors, based in San Jose, CA, with 22 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
50 W Fernando St. 15th Fl, Ste 1500, [Lk/Nh-Rbo], San Jose, CA, 95113
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Regulatory History (1)
Customer Dispute
November 2008Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Wamu Investments, INC.
Wamu Investments, INC.Broker
State Registrations8 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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