Stratos Wealth Partners
47yrs
Top advisor by experience in Arizona
43yrs
Mark Shultz has worked in the financial industry for 43 years and is a fiduciary financial advisor based in Scottsdale, Arizona. Mark has been with Wells Fargo Advisors since 2022; before that, Mark spent 13 years at UBS Financial Services and 11 years at Citigroup Global Markets. Mark holds the CFP® designation.
One of 3468 advisors with offices in Scottsdale, and one of 3171 fiduciaries.
At a glance
Experience43 years (since 1983)
How that compares ?Top 1% by experience in Arizona
Office18700 N Hayden Rd Suite 525, Scottsdale, AZ 85255
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2009 – 2022UBS Financial Services Inc.Previously
- 1997 – 2009Citigroup Global Markets Inc.Previously
Contact Mark
Local office(480) 991-7575Ask for Mark. (314) 875-3000Main office · St. Louis, MO 18700 N Hayden Rd Suite 525Scottsdale, AZ 85255Office · Get directions Firm websitewww.wellsfargoadvisors.com/wfa/mobile.htm
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call Mark’s local office at (480) 991-7575 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Mark Shultz.
How long has Mark been a financial advisor?
Mark has been in the industry since 1983, about 43 years. Top 1% by experience in Arizona.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Scottsdale
Morgan Stanley
47yrs
Top 1% by experience in Scottsdale
Wells Fargo Advisors
47yrs
Top 1% by experience in Scottsdale
UBS Financial Services
47yrs
Top 1% by experience in Scottsdale
Asset Wealth Advisors
47yrs
Top 1% by experience in Scottsdale