Wells Fargo Advisors
45yrs
Top advisor by experience in Santa Ana
29yrs
Mark Ansara
Financial advisor at Wells Fargo Advisors
Mark Ansara is a fiduciary financial advisor in Santa Ana, California, with 29 years in the industry. Mark joined Wells Fargo Advisors in 2022, after six years at Crowell, Weedon & Co.. 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 110 advisors with offices in Santa Ana, and one of 94 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 18% by experience in California
Office1551 N Tustin Ave Suite 100, Santa Ana, CA 92705
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
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.
Career
- 2022 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2013 – 2022Wells Fargo Clearing Services, LLCPreviously
- 2007 – 2013Crowell, Weedon & Co.Previously
Contact Mark
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Mark. 1551 N Tustin Ave Suite 100Santa Ana, CA 92705Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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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 Wells Fargo Advisors at (314) 875-3000 and ask for Mark Ansara. Mark works from the Santa Ana, CA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1997, about 29 years. Top 18% by experience in California.
What licenses does Mark hold?
Series 63, Series 66. 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.
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