ChooseAFinancialAdvisor.com
Advisors / Connecticut / Glastonbury
36yrs

Marcus Wacker

Financial advisor at Wells Fargo Advisors

Based in Glastonbury, Connecticut, Marcus Wacker is a fiduciary financial advisor with 36 years of industry experience. Marcus has been with Wells Fargo Advisors since 2016; before that, Marcus spent six years at United Advisors. 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 373 advisors with offices in Glastonbury, and one of 350 fiduciaries.

Glastonbury, CT 06033Top 7% by experience nationwideFiduciary advisor
Call the officeDirections

At a glance

Experience36 years (since 1990)
How that compares ?Top 7% by experience nationwide
Office180 Glastonbury Blvd Suite 100, Glastonbury, CT 06033
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
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2016 – now
  2. 2011 – 2016
    United AdvisorsPreviously

Questions to ask Marcus

Tailored to Marcus’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. 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 Marcus

How do I contact Marcus?

Call Marcus’s local office at (860) 368-6900 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Marcus Wacker.

How long has Marcus been a financial advisor?

Marcus has been in the industry since 1990, about 36 years. Top 7% by experience nationwide.

What licenses does Marcus hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Marcus a fiduciary?

Marcus is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Marcus paid?

Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Marcus 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

Wells Fargo Advisors
47yrs
Lawrence Murphy
Financial advisor
180 Glastonbury Blvd Suite 100
Glastonbury, CT 06033
Top advisor by experience in Glastonbury
Fiduciary
Call Directions
Cetera Investment Advisers
44yrs
Steven Marantz
Financial advisor
95 Glastonbury Blvd, Suite 210
Glastonbury, CT 06033
Top 1% by experience in Glastonbury
Fiduciary
Call Directions
Janney Montgomery Scott
44yrs
Timothy Sullivan
Financial advisor
95 Glastonbury Boulevard Suite 404
Glastonbury, CT 06033
Top 1% by experience in Glastonbury
Fiduciary
Call Directions
Ameriprise Financial Services
44yrs
Douglas Veillette
Financial advisor
95 Glastonbury Blvd Suite 216
Glastonbury, CT 06033
Top 1% by experience in Glastonbury
Fiduciary
Call Directions
Merrill
43yrs
Douglas Osber
Financial advisor
200 Glastonbury Blvd
Glastonbury, CT 06033
Top 1% by experience in Glastonbury
Fiduciary
Call Directions
Janney Montgomery Scott
42yrs
Kenneth Sarpu
Financial advisor
95 Glastonbury Boulevard Suite 404
Glastonbury, CT 06033
Top 2% by experience in Glastonbury
Fiduciary
Call Directions

See all advisors near Glastonbury