Dubuque, IA Office

Peter Timmerman is a financial advisor with Wells Fargo Clearing in Dubuque, IA. He holds a Series 66 designation and has experience in the financial services industry beginning in 2022, including roles at Principal Financial Group and University of Wisconsin - Stevens Point. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary advice. 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.

Brendan Houlihan is a financial advisor with Wells Fargo Clearing in Dubuque, IA, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo affiliates since 2009, including Wells Fargo Advisors LLC prior to his current role. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, using research from Wells Fargo Investment Institute alongside third-party data and diversification principles.

James Gorton is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and previously worked at First Community Trust from 2016 to 2018. Outside of his advisory role, he serves as a trustee on the Carnegie-Stout Public Board of Trustees in Dubuque, Iowa. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment approach.

Michelle Harris is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 32 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. Outside of her advisory role, she is a group fitness class instructor at the Galena Arts and Recreation Center. 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 advice. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Rebecca Timmerman is a financial advisor with Wells Fargo Clearing in Dubuque, IA, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she owns and operates a small business specializing in the ordering and installation of blinds. 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. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

John Timmerman is a financial advisor with Wells Fargo Clearing in Dubuque, IA, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Wells Fargo Clearing, he worked at RSM US LLP for five years and has experience coaching as the head coach for Iowa United, a sports organization. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to client plan objectives.

Joellen Herkert is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. She has been with Wells Fargo Clearing since 2022 and previously worked as a homemaker for 22 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process 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.

Bart Timmerman is a financial advisor with Wells Fargo Clearing in Dubuque, IA, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory role, he holds power of attorney for a family member. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.