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Gregory B
Series 63, Series 66
Port Huron, MI
Wells Fargo Clearing
Gregory Busdicker is a financial advisor with Wells Fargo Clearing in Port Huron, MI, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.
Tyler B
CFP®, Series 66
Port Huron, MI
Wells Fargo Clearing
Tyler Busdicker is a CFP®-credentialed financial advisor with 13 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Outside of his advisory role, he serves as a hazardous materials technician for the St. Clair County Hazmat Team and as an emergency response diver for the St. Clair County Sheriff Dive Team. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions grounded in an IPS-driven, modern portfolio theory approach. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.
Mario P
Series 63, Series 66
Port Huron, MI
Wells Fargo Clearing
Mario Popaj is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at J.P. Morgan Securities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related investment options alongside traditional products.
Joseph M
Series 63, Series 65
Port Huron, MI
Wells Fargo Clearing
Joseph Mericka is a financial advisor with Wells Fargo Clearing in Port Huron, MI, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2010. Outside of his advisory role, he serves as a personal representative for an estate in Washington, MI. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
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