Jeremy Bullock, CRPC

Jeremy is a Senior Financial Advisor and Fundamental Choice Portfolio Manager who has devoted his extensive financial services career to helping clients achieve their financial goals.

He developed his passion for investing and the financial markets as a graduate of the Walker L. Cisler College of Business at Northern Michigan University. Now, more than twenty-five years later, he feels proud to lead a practice focused on developing and implementing powerful solutions for high-net worth individuals and their families.

A lifelong learner, Jeremy earned the prestigious CERTIFIED FINANCIAL PLANNER^® practitioner certification after meeting the rigorous experience and ethical requirements of the CFP Board and passing the 6-hour comprehensive CFP certification exam. As Jeremy is a CFP professional, you can rest assured he is committed to acting in your best interest.

Focused on your Success

Jeremy believes that we all need a long-term plan to save and invest for our future but, in today’s rapidly changing global markets, doing it on your own can often be challenging. 

Jeremy will take the time to understand your unique situation and then serve as your trusted advisor,  helping you implement strategies for building and preserving your wealth while working towards your financial goals. As your life circumstances change, his team will be focused on continually aligning your investment strategies and goals.

Advice for your Full Financial Life

The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact. Jeremy believes this demonstrates a distinct advantage of working with one of the world’s premier financial institutions.

Outside the Office

Jeremy and his wife, Tracy, live in the western suburbs of the Twin Cities. They are proud parents of twin daughters and a son. A diehard sports fan, he enjoys cheering for all of Minnesota’s professional sports teams.