Ian McCormick, financial advisor Fort Wayne IN
93 score

Ian McCormick

CRD Number: 5987765
Current Firm: Wells Fargo Advisors, LLC

Ian McCormick (CRD# 5987765) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Fort Wayne, IN and has over 4 years of experience in the finance industry. Ian McCormick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wells Fargo Advisors LLC Fort Wayne, IN Dec 2015 - Current 1
Raymond James And Associates Ft Wayne, IN Sep 2011 - Nov 2015 4
Cap N Cork Ft Wayne, IN Jul 2011 - Sep 2011 < 1
Big Red Bloomington, IN Aug 2009 - Jul 2011 1
H & C Lawnscape Ft Wayne, IN Apr 2007 - Jul 2009 2
Mid West Home Design Ft Wayne, IN Oct 2004 - Apr 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Ian M. McCormick
Phone Number: 314-875-3000
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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