Robert W. Baird & Co.
47yrs
Top advisor by experience in Traverse City
38yrs
Mark Stackable
Full name on record: Mark Lawrence Stackable
Financial advisor at Wells Fargo Advisors
Mark Stackable has worked in the financial industry for 38 years and is a fiduciary financial advisor based in Traverse City, Michigan. Mark has been with Wells Fargo Advisors since 2011; before that, Mark spent three years at Morgan Stanley and five 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.
One of 252 advisors with offices in Traverse City, and one of 235 fiduciaries.
At a glance
Experience38 years (since 1988)
How that compares ?Top 5% by experience nationwide
Office10850 E Traverse Hwy Suite 5575, Traverse City, MI 49684
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2011 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2009 – 2011Morgan StanleyPreviously
- 2004 – 2009Citigroup Global Markets Inc.Previously
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 (231) 946-1630 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Mark Stackable.
How long has Mark been a financial advisor?
Mark has been in the industry since 1988, about 38 years. Top 5% by experience nationwide.
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
LPL Financial
45yrs
Top 1% by experience in Traverse City
Chief Advisors
44yrs
Top 1% by experience in Traverse City
Cetera Investment Advisers
44yrs
Top 1% by experience in Michigan
Morgan Stanley
44yrs
Top 1% by experience in Michigan
Equitable Advisors
43yrs
Top 1% by experience at Equitable Advisors