Alan Scott Markfeld

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

• 01/2011 → 12/2020
  Delaware Distributors, L.P.
  Philadelphia, PA
• 04/2020 → 12/2020
  Macquarie Investment Management Business Trust
  Philadelphia, PA
• 02/2021 → 10/2025
  Fca Retirement
  Riichmond, VA
• 02/2021 → 05/2023
  F3 Logic, Llc
  Richmond, VA
• 03/2021 → 07/2023
  Independent Financial Group
  Richmond, VA
• 06/2023 → 10/2025
  Gallagher Fiduciary Advisors, Llc
  Richmond, VA
• 07/2023 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2024 → 10/2025
  Osaic Wealth, Inc.
  Richmond, VA
• 10/2025 → Present
  Wells Fargo Advisors Financial Network, Llc
  Richmond, VA

Previous Registrations

• 2023-07-10 → 2025-10-09
  Gallagher Fiduciary Advisors, Llc
  Richmond, VA
• 2021-03-01 → 2023-05-19
  F3Logic, Llc
  Burnsville, MN
  Richmond, VA
• 2020-04-20 → 2020-12-24
  Nomura Investment Management Business Trust
  Philadelphia, PA
• 2012-09-11 → 2020-04-20
  Delaware Capital Management Advisers, Inc
  Philadelphia, PA
• 2008-04-04 → 2011-01-25
  Voya Investment Management Co. Llc
  New York, NY

Other Businesses

RENTAL PROPERTY ; INV RELATED;PUERTO MORELOS,RO, MEXICO; RENTAL AND OCCASIONAL PERSONAL USE;100% OWNERSHIP; START DATE: 01/04/2027; 5 HRS PER MONTH; - HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2008-02-08
• S63 Uniform Securities Agent State Law Examination
  2004-12-16