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Corey G Sherf

Wells Fargo Clearing Services, LLC

Green Bay, WI

CRD 4631869

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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:

Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-10-03
WI RA APPROVED 2024-07-08
  • TX RA
    APPROVED_RES
    Since 2024-10-03
  • WI RA
    APPROVED
    Since 2024-07-08

Branch Locations

959 Kepler Dr, Green Bay, WI 54311 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nicolet National Bank Green Bay WI 08/2006 06/2024
Nicolet Wealth Management, Llc Green Bay WI 08/2016 06/2024
Private Client Services Louisville KY 01/2018 06/2024
Wells Fargo Clearing Services, Llc Green Bay WI 06/2024 Present
  • 08/2006 → 06/2024
    Nicolet National Bank
    Green Bay, WI
  • 08/2016 → 06/2024
    Nicolet Wealth Management, Llc
    Green Bay, WI
  • 01/2018 → 06/2024
    Private Client Services
    Louisville, KY
  • 06/2024 → Present
    Wells Fargo Clearing Services, Llc
    Green Bay, WI
Previous Registrations
  • 2016-08-08 → 2024-07-10
    Nicolet Wealth Management
    Green Bay, WI
  • 2016-05-18 → 2017-12-31
    Sii Investments, Inc.
    Green Bay, WI
  • 2007-04-30 → 2016-05-19
    Invest Financial Corporation
    Green Bay, WI
    Appleton, WI
    Appleton, WI
  • 2006-10-17 → 2007-05-08
    Pfic Advisors, Inc.
    Franklin, TN
  • 2004-02-13 → 2006-08-31
    Wells Fargo Investments, Llc
    Green Bay, WI
    Green Bay, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-06-03
  • S66 Uniform Combined State Law Examination
    2003-06-03
Other Names
  • Corey Glen Sherf

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
MELOTTE FINANCIAL ADVISORS
ONELEGACY ADVISORS, LLC

Nearby Investors

CHRISTOPHER LEE FEUTZ
MONTANA MORGAN TILLMANN
MARK BRIAN PIPER

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREEN BAY, WI
MELOTTE FINANCIAL ADVISORS · GREEN BAY, WI
ONELEGACY ADVISORS, LLC · GREEN BAY, WI

More in Green Bay, WI

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