Mckenley Mack Wilson

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 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
  Chicago, IL
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Chicago, IL

Other Businesses

CMS REALTY, NOT INV RELATED, SOUTH HOLLAND, TX, REAL ESTATE MANAGEMENT, EXECUTIVE VICE PRESIDENT/OWNER, MANAGE PROPERTIES, COLLECT RENTS, ETC, 5-10 HOURS PER MONTH WHICH ARE NOT DURING BUSINESS HRS. VILLAGE OF OLYMPIA FIELDS; NOT INV. RELATED; OLYMPIA FIELDS, IL; FINANCE COMMITTEE MEMBER; START DATE: 6/1/2024; 3-4 HOURS ON SATURDAYS IN APRIL AND MAY; DUTIES: HELPING WITH THE DEVELOPMENT OF THE VILLAGE BUDGET FOR THE COMING FISCAL YEAR.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-10-11
• S63 Uniform Securities Agent State Law Examination
  1984-11-02