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Dennis M

Series 63, Series 66

Mequon, WI

Wells Fargo Clearing

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.

Retired Founder/Business Owner
Warmer team member

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