Mark Bates Larsen

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 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 → 11/2016
  Wells Fargo Advisors Llc
  Salt Lake City, UT
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Salt Lake City, UT

Previous Registrations

• 2002-01-01 → 2011-01-03
  Wells Fargo Investments, Llc
  Salt Lake City, UT
  Salt Lake City, UT
  Salt Lake City, UT
  Salt Lake City, UT
  Salt Lake City, UT

Other Businesses

LA MESA CONDO LLC , INVESTMENT RELATED, KAYSVILLE, UT, 100% OWNERSHIP. LAURELHURST PROPERTY LLC, INVESTMENT REALTED, PROPERTY OWNERSHIP, KAYSVILLE UT, 0 HOURS PER MONTH. PADDOCK PROPERTIES, INV RELATED, KAYSVILLE, UT, 0 HOURS PER MONTH. BIG MOUNTAIN RANCH LLC, INV RELATED, KAYSVILLE, UT, 50% OWNER/PRESIDENT, START: 3/2016, 0 HOURS, NO DUTIES. HOTEL BARONS LLC, INV RELATED, KAYSVILLE, UT, 50% OWNER/PRESIDENT, START: 3/2016, 0 HOURS, NO DUTIES. SPUR RANCH LLC, INV RELATED, KAYSVILLE, UT, 50% OWNER/PRESIDENT, START: 3/2016, 0 HOURS, NO DUTIES. HOTEL BARONS JLA LLC; INV RELATED; KAYSVILLE, UT; 50% OWNER/PRESIDENT; START DATE 06/01/2016; 0 HOURS; NO DUTIES. BATES-LARSEN LLC; INV RELATED; KAYSVILLE, UT; REAL ESTATE; 50% OWNERSHIP; START 6/13/2003; 0 HOURS PER MONTH, 0 DURING TRADING; NO DUTIES. M&O HOLDINGS; INV RELATED; KAYSVILLE, UT; REAL ESTATE; 100% OWNERSHIP; START 8/25/2005; 0 HOURS PER MONTH, 0 DURING TRADING; NO DUTIES. ROOT CONSTRUCTION; NOT INV RELATED; KAYSVILLE, UT; 50% OWNERSHIP; START 11/30/2007; 0 HOURS PER MONTH, 0 DURING TRADING; NO DUTIES. LAS PALMAS LLC; INV RELATED; KAYSVILLE, UT; REAL ESTATE; 100% OWNERSHIP; START 11/21/2007; 0 HOURS PER MONTH, 0 DURING TRADING; NO DUTIES. WAHZOO COMMERCIAL PROPERTIES LLC; INV RELATED; KAYSVILLE, UT; REAL ESTATE; 100% OWNERSHIP; START 3/2/2012; 0 HOURS PER MONTH, 0 DURING TRADING; NO DUTIES. HOTEL BARONS STG, LLC, 15% OWNER, START: 3/2017, O HOURS. MAC NLV LLC, INV RELATED, KAYSVILLE, UT, 50% OWNER, START: 3/9/2017, 0 HOURS, HOTEL. MAC WVC LLC, INV RELATED, KAYSVILLE, UT, 50% OWNER, START: 3/9/2017, 0 HOURS, HOTEL. HOTEL BARONS STG LLC, INV RELATED, ST. GEORGE, UT, 50% OWNER, START 11/3/2017, ZERO HOURS PER MONT, ZERO DURING TRADING, SILENT PARTNER. MY THIRTY FIVE ONE LLC DBA HOTEL MY PLACE, NOT INV RELATED, WOODS CROSS, UT, 50% OWNERSHIP, START 8/1/2019, ZERO HOURS PER MONTH, ZERO DURING TRADING, NO DUTIES. DRY CANYON RANCH LLC, INV RELATED, KAYSVILLE, UT, 100% OWNERSHIP, START 7/1/2020, ZERO HOURS PER MONTH, ZERO DURING TRADING, REAL ESTATE INVESTMENT. BARNS & STEEEPLES LLC, INV RELATED, KAYSVILLE, UT, 50% OWNERSHIP, START 7/1/2020, ZERO HOURS PER MONTH, ZERO DURING TRADING, LAND FOR CATTLE RANCHING. ROCK SPRINGS MYPLACE LLC; INVESTMENT RELATED; ROCK SPRINGS, WY; 65% OWNER; 02/01/2025; 1 HOUR PER MONTH; NO HOURS DURING TRADING HOURS; HOTEL

Exams

• S66 Uniform Combined State Law Examination
  2000-05-18
• S63 Uniform Securities Agent State Law Examination
  1999-11-16

Other Names

• Mark Bates Larsen