MG
CFP
MG
CFP

Mark Gleckner

48 Years of Experience
Marlton, NJ
Broker

Mark Gleckner is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Marlton, NJ, with 48 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

7000 Lincoln Dr E Ste 301, Marlton, NJ, 08053

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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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Employment History
Current Registrations
Wells Fargo Advisors
March 2009 - Present · 17 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
March 2009 - Present · 17 yrs 7 mos
Previous Registrations
UBS Financial Services INC.
June 2002 - March 2009 · 6 yrs 9 mos
UBS Financial Services INC.Broker
August 1994 - March 2009 · 14 yrs 7 mos
Westfield Financial CorporationBroker
August 1994 - September 1994 · 1 mo
Hibbard Brown & CO., INC.Broker
May 1988 - August 1994 · 6 yrs 3 mos
Sherwood Capital, INC.Broker
February 1987 - May 1988 · 1 yr 3 mos
First Jersey Securities, INC.Broker
July 1978 - February 1987 · 8 yrs 7 mos
State Registrations30 states
ALAZCACOCTDEFLGAILINKYMAMDMOMSMTNCNHNJNVNYOHOKORPASCTXVAWAWV
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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