Ameriprise Financial Services
47yrs
Top advisor by experience in Florham Park
43yrs
Mitchell Work has worked in the financial industry for 43 years and is a financial advisor based in Florham Park, New Jersey. Mitchell has been with Wells Fargo Advisors since 2009; before that, Mitchell spent seven years at Citigroup Global Markets. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
At a glance
Experience43 years (since 1983)
How that compares ?Top 1% by experience nationwide
Office200 Campus Dr Suite 220, Florham Park, NJ 07932
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 ?1 state
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2009 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2002 – 2009Citigroup Global Markets Inc.Previously
Contact Mitchell
Local office(973) 377-2333Ask for Mitchell. (314) 875-3000Main office · St. Louis, MO 200 Campus Dr Suite 220Florham Park, NJ 07932Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Mitchell
Tailored to Mitchell’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
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About Mitchell
How do I contact Mitchell?
Call Mitchell’s local office at (973) 377-2333 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Mitchell Work.
How long has Mitchell been a financial advisor?
Mitchell has been in the industry since 1983, about 43 years. Top 1% by experience nationwide.
What licenses does Mitchell hold?
Series 63. Tap any license on this page to see what it allows.
Is Mitchell a fiduciary?
Mitchell is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Mitchell paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Mitchell 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.
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