MG
CFP
MG
CFP

Mark Grawe

10 Years of Experience
Clayton, MO
Broker

Mark Grawe is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Clayton, MO, with 10 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

231 South Bemiston, Suite 550, Clayton, MO, 63105

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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 a 25% ownership in Portico Wealth Management, LLC and 100% ownership in Grawe, LLC, both investment-related and taking up full-time hours each. He also has 25% ownership in PWM Props & Ops, a real estate venture, requiring minimal time.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
March 2023 - Present · 3 yrs 2 mos
Wells Fargo Advisors
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2015 - March 2023 · 7 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
August 2015 - March 2023 · 7 yrs 7 mos
State Registrations39 states
AKARAZCACODCFLGAHIIAILINKSKYMAMDMEMIMNMOMSNCNENJNVNYOHOKORPASCSDTNTXUTVAVirgin IslandsWAWI
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 Grawe - Financial Advisor | TrueAdvisor