Cornelius Paul Mcpeak Sr.

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Linwood, NJ
• 11/2016 → 05/2024
  Wells Fargo Clearing Services, Llc
  Linwood, NJ
• 05/2024 → Present
  Wells Fargo Advisors Financial Network, Llc
  Linwood, NJ

Previous Registrations

• 2003-07-01 → 2024-05-20
  Wells Fargo Clearing Services, Llc
  Linwood, NJ
  Linwood, NJ
• 2002-07-02 → 2003-07-01
  Prudential Equity Group, Llc
  Linwood, NJ

Other Businesses

MARINA BOAT SLIP, INV RELATED, MOOREHEAD, NC, 100% OWNERSHIP WITH SPOUSE, START 7/20/2003, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, BOAT SLIP RENTAL. DIOCESE OF CAMDEN FINANCE COUN CIL, INV RELATED, CAMDEN, NJ, INVESTMENT COMMITTEE CHAIRMAN, START 5/1/2024, 8 HOURS PER MONTH, ZERO DURING TRADING, REVIEWING INVESTMENT STATEMENTS, DISCUSS PERFORMANCE, REVIEW ADVISORY FEES, ASSURE ADVISORS STAY WITHIN INV POLICY STATEMENT, AND ASSIST IN SELECTING NEW ADVISORS AND MANAGERS. MCPEAK HOLDINGS LLC, INV RELATED, LINWOOD, NJ, 100% OWNERSHIP WITH SPOUSE, START 11/2/2023, 5 HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS FINET PRACTICE BUILDING. MCPEAK WEALTH MANAGEMENT LLC, INV RELATED, LINWOOD, NJ, 100% OWNERSHIP, START 1/11/2024, 160 HOURS PER MONTH, 160 HOURS DURING TRADING, FINET PRACTICE.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-15
• S63 Uniform Securities Agent State Law Examination
  1981-12-28

Other Names

• Neil Mcpeak
• Cornelius Paul Mcpeak
• Cornelius Mcpeak
• Cornelius Mcpeak Sr.