Cambridge Investment Research Advisors
43yrs
Top advisor by experience in Greenwood
New
Matthew Mark
Financial advisor at Wells Fargo Advisors
Matthew Mark is a fiduciary financial advisor in Greenwood, Indiana, registered since Apr 2026. Matthew joined Wells Fargo Advisors in 2026, 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 125 advisors with offices in Greenwood, and one of 120 fiduciaries.
At a glance
ExperienceNew to the profession (since Apr 2026)
How that compares ?New to the profession
Office107 N. State Road 135 Suite 203, Greenwood, IN 46142
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 66Uniform Combined State Law Examination
Career
- Apr 2026 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
Contact Matthew
Local office(317) 215-2660Ask for Matthew. (314) 875-3000Main office · St. Louis, MO 107 N. State Road 135 Suite 203Greenwood, IN 46142Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Matthew
How do I contact Matthew?
Call Matthew’s local office at (317) 215-2660 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Matthew Mark.
How long has Matthew been a financial advisor?
Matthew is new to the profession, registered since Apr 2026, and holds 1 license.
What licenses does Matthew hold?
Series 66. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Matthew paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Matthew 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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