Daniel Lukes is a financial advisor with Wells Fargo Clearing in Mequon, WI, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Wells Fargo Bank, N.A. and Office Depot OfficeMax. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Jerry Gold is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Associated Investment Services, BMO Harris Bank, LPL Financial, Johnson Financial Group, and multiple positions within Wells Fargo entities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dennis Mccormick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and eight years of industry experience. His career includes roles at Wells Fargo Bank, LPL Financial, and BMO Harris Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and both discretionary and non-discretionary services tailored to plan objectives and risk tolerances. The firm’s offerings include a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary in its advisory capacity.