Corey Sherf, financial advisor Green Bay WI

Corey Sherf

CRD Number: 4631869
Current Firm: Nicolet Wealth Management

Corey Sherf (CRD# 4631869) is an Investment Advisor Representative working at Nicolet Wealth Management in Green Bay, WI and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Private Client Services Louisville, KY Jan 2018 - Current 6
Nicolet Wealth Management, LLC Green Bay, WI Aug 2016 - Current 7
Nicolet National Bank Green Bay, WI Aug 2006 - Current 17
Sii Investments, Inc. Green Bay, WI May 2016 - Dec 2017 1
Invest Financial Corporation Green Bay, WI May 2007 - May 2016 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2003
Contact Info for Corey G. Sherf
Phone Number: 920-430-1400
Registered State(s):
  • MI
  • WI
By the Numbers
  • Total Assets Under Management
    2,931
    MILLIONS
  • Total Number of Accounts
    10,191
    ACCOUNTS
  • Average Account Value
    $287,593
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, IA, IL, IN, LA, MI, MN, NH, NV, OK, TN, TX, WA, WI

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