Corey G Sherf

CRD 4631869 · Wells Fargo Advisors · Green Bay, WI

IA RegisteredBroker

Also appears in the source record as: Corey Glen Sherf

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): SIESeries 7Series 66
Registered states (14): Arizona · California · Florida · Illinois · Michigan · Minnesota · Montana · Oregon · Pennsylvania · Tennessee · Texas · Virginia · Washington · Wisconsin
Years in the industry (source record): 23
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 19616
SEC number: 801-37967
Assets under management: $671.4B as of Jun 23, 2026
Website: www.twitter.com/WFINVESTING ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (13)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
Green Bay, WI · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Green Bay, WI · BC capacity

start not retrieved → present
Private Client Services, LLC
Green Bay, WI · BC capacity

Jan 2, 2018 → Jul 15, 2024
Nicolet Wealth Management
Green Bay, WI · IA capacity

Aug 8, 2016 → Jul 10, 2024
Sii Investments, Inc.
Green Bay, WI · IA capacity

May 18, 2016 → Dec 31, 2017
Sii Investments, Inc.
Green Bay, WI · BC capacity

May 18, 2016 → Dec 31, 2017
Invest Financial Corporation
Green Bay, WI · IA capacity

Apr 30, 2007 → May 19, 2016
Invest Financial Corporation
Green Bay, WI · BC capacity

Apr 30, 2007 → May 19, 2016
Pfic Advisors, Inc.
Franklin, TN · IA capacity

Oct 17, 2006 → May 8, 2007
Pfic Securities Corporation
Green Bay, WI · BC capacity

Sep 7, 2006 → Apr 30, 2007
Wells Fargo Investments, LLC
Green Bay, WI · IA capacity

Feb 13, 2004 → Aug 31, 2006
Wells Fargo Investments, LLC
Green Bay, WI · BC capacity

Feb 13, 2004 → Aug 31, 2006
Axa Advisors, LLC
New York, NY · BC capacity

Mar 5, 2003 → Jan 13, 2004

Source & corrections

Where this page comes from

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