MS
CFP
MS
CFP

Mark Schuurman

13 Years of Experience
Oak Brook, IL
1 DisclosureBroker

Mark Schuurman is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Oak Brook, IL, with 13 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1515 W 22nd St Ste 700, Oak Brook, IL, 60523

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History

Regulatory History (1)
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Criminal
July 2016
Final Disposition
Employment History
Current Registrations
Wells Fargo Advisors
April 2024 - Present · 2 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
UBS Financial Services INC.
February 2014 - May 2024 · 10 yrs 3 mos
UBS Financial Services INC.Broker
February 2013 - May 2024 · 11 yrs 3 mos
State Registrations43 states
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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.
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