Theodore Mack
Financial advisor at Wells Fargo Advisors
Theodore Mack is a fiduciary financial advisor in Wayne, Pennsylvania, with 28 years in the industry. Theodore joined Wells Fargo Advisors in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Theodore holds the CFP® designation.
One of 368 advisors with offices in Wayne, and one of 323 fiduciaries.
At a glance
Services through Wells Fargo Advisors
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jun 2025 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2016 – 2025Wells Fargo Clearing Services, LLCPreviously
Questions to ask Theodore
Tailored to Theodore’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
About Theodore
How do I contact Theodore?
Call Wells Fargo Advisors at 314-875-3000 and ask for Theodore Mack. Theodore works from the Wayne, PA office.
How long has Theodore been a financial advisor?
Theodore has been in the industry since 1999, about 28 years. Top 22% by experience nationwide.
What licenses does Theodore hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Theodore a fiduciary?
Theodore is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Theodore paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Theodore for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.