Corey Sherf, financial advisor Green Bay WI
93 score

Corey Sherf

CRD Number: 4631869
Current Firm: Sii Investments, Inc.

Corey Sherf (CRD# 4631869) is an Investment Advisor Representative working at Sii Investments, Inc. in Green Bay, WI and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Sii Investments, Inc. Green Bay, WI May 2016 - Current < 1
Nicolet Bank Green Bay, WI Aug 2006 - Current 10
Invest Financial Corporation Green Bay, WI Apr 2007 - May 2016 9
Pfic Advisors Franklin, TN Sep 2006 - Apr 2007 < 1
Pfic Securities Green Bay, WI Sep 2006 - Apr 2007 < 1
Wells Fargo Investments, LLC Green Bay, WI Jan 2004 - Aug 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2003
Contact Info for Corey G. Sherf
Phone Number: 800-426-5975
Firm Website: http://www.siionline.com
Registered State(s):
  • FL
  • IL
  • IA
  • MI
  • MN
  • PA
  • WI
By the Numbers
  • Total Assets Under Management
    4,226
    MILLIONS
  • Total Number of Accounts
    30,484
    ACCOUNTS
  • Average Account Value
    $138,626
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)
  • Educational seminars/workshops
Types of Clients
Registered States

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