Mark Ansara

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → 11/2016
  Wells Fargo Advisors
  Newport Beach, CA
• 11/2016 → 11/2022
  Wells Fargo Clearing Services, Llc
  Newport Beach, CA
• 11/2022 → Present
  Wells Fargo Advisors Financial Network, Ll
  Irvine, CA

Previous Registrations

• 2013-04-29 → 2022-11-07
  Wells Fargo Clearing Services, Llc
  Irvine, CA
• 2007-06-08 → 2013-04-30
  Crowell, Weedon & Co.
  Los Angeles, CA
  Newport Beach, CA

Other Businesses

STATE STREET PARTNERS LLC, INV RELATED, PLACENTIA, CA, 3.33% OWNER, START: 11/2010, 0 HOURS, NO DUTIES. - RENTAL PROPERTY; INV RELATED; LAGUNA NIGUEL, CA; 100% OWNERSHIP; START 12/1/2015; 1 HOUR PER MONTH, 0 DURING TRADING; |OWNER, MANAGER. -ANSARA FAMILY FARM, INV RELATED, 33.33% OWNERSHIP, IA, START: 1/12005, 0 HOURS DURING TRADING AND PER MONTH, NO DUTIES, OWNERSHIP IN FAMILY FARM.| RENTAL PROPERTY; INV. RELATED; AUSTIN,TX; 100% OWNERSHIP; START DATE 03/01/2022; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 1; OWNER.| GMFO CAPITAL INC, INVT RELATED, LAGUNA BEACH, CA, 100% OWNERSHIP, START DATE 9/20/2022, 4HRS PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE.| JAEJ GROUP, LLC, INVT RELATED, IRVINE, CA, 25% OWNERSHIP, START DATE 9/20/2022, 4HRS PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE.| ATTORNEY IN FACT FOR STACY ANSARA; NOT INV RELATED; LAGUNA BEACH, CA; ATTORNEY IN FACT; START DATE 01/31/2025; 1 HOUR PER MONTH; 1 HOUR DURING TRADING

Exams

• S66 Uniform Combined State Law Examination
  2007-01-11
• S63 Uniform Securities Agent State Law Examination
  1997-06-25

Other Names

• Mark Edward Ansara