Mark Wojtas

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

• 08/2015 → 11/2016
  Wells Fargo Advisors Llc
  Birmingham, MI
• 11/2016 → 05/2025
  Wells Fargo Clearing Services, Llc
  Birmingham, MI
• 05/2025 → Present
  Wells Fargo Advisors Financial Network, Llc
  Grosse Pointe Farms, MI

Previous Registrations

• 2016-01-13 → 2025-05-08
  Wells Fargo Clearing Services, Llc
  Birmingham, MI
  Grosse Pointe Farms, MI
  Naples, FL
  Naples, FL
• 2008-10-01 → 2012-05-15
  J.P. Morgan Securities Llc
  Grosse Pointe, MI
  Traverse City, MI
  Birmingham, MI
• 2006-12-13 → 2008-10-01
  J.P. Morgan Securities Inc.
  Grosse Pointe, MI
  Petoskey, MI
  Traverse City, MI
  Traverse City, MI

Other Businesses

MTW INITIATIVES, INC; INV RELATED; GROSSE POINT, MI; 100% OWNERSHIP; START DATE 05/08/2025; 10 HOURS PER MONTH; 10 DURING TRADING; FACILITATE PAYMENT FOR FINET PRACTICE | KERCHEVAL FINANCIAL GROUP, LLC; INV RELATED; GROSSE POINTE FARMS, MI; 20% OWNERSHIP; START DATE 05/2025; 50 HOURS PER MONTH; 50 DURING TRADING; LLC FOR FINET PRACTICE

Exams

• S66 Uniform Combined State Law Examination
  2016-01-13
• S63 Uniform Securities Agent State Law Examination
  1999-03-29

Other Names

• Mark Thomas Wojtas
• Mark Wojtas