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Advisors / Pennsylvania / Cranberry Township
31yrs

Mark Belschner

Financial advisor at Wells Fargo Advisors

Mark Belschner has worked in the financial industry for 31 years and is a fiduciary financial advisor based in Cranberry Township, Pennsylvania. Mark joined Wells Fargo Advisors in 2010, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.

One of 136 advisors with offices in Cranberry Township, and one of 125 fiduciaries.

Cranberry Township, PA 16066Top 15% by experience nationwideFiduciary advisor
Call the officeDirections

At a glance

Experience31 years (since 1995)
How that compares ?Top 15% by experience nationwide
Office8001 Rowan Rd Suite 213, Cranberry Township, PA 16066
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.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2010 – now
  2. May 2010 – Jun 2010

Questions to ask Mark

Tailored to Mark’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 Mark

How do I contact Mark?

Call Mark’s local office at (724) 553-5424 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Mark Belschner.

How long has Mark been a financial advisor?

Mark has been in the industry since 1995, about 31 years. Top 15% by experience nationwide.

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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