Visionary Wealth Advisors
47yrs
Top advisor by experience at Visionary Wealth Advisors
18yrs
Mark Smith
Financial advisor at Wells Fargo Advisors
Mark Smith has worked in the financial industry for 18 years and is a fiduciary financial advisor based in St. Louis, Missouri. After two years at Stifel, Nicolaus & Company, Mark joined Wells Fargo Advisors in 2016, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 5661 advisors with offices in St. Louis, and one of 5231 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 65% of advisors in St. Louis
OfficeOne N Jefferson Ave, St. Louis, MO 63103
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 ?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.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2013 – 2016Wells Fargo Clearing Services, LLCPreviously
- Nov 2011 – Sep 2013Stifel, Nicolaus & Company, IncorporatedPreviously
- Oct 2011 – Oct 2011Wells Fargo Clearing Services, LLCPreviously
Contact Mark
(314) 875-3000Wells Fargo Advisors main office One N Jefferson AveSt. Louis, MO 63103Office · 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.
- 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 Mark
How do I contact Mark?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Mark Smith. Mark works from the St. Louis, MO office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2008, about 18 years. More experience than 65% of advisors in St. Louis.
What licenses does Mark hold?
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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