DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Corey G Sherf

Wells Fargo AdvisorswirehouseGreen Bay, Widual registrantIAPD 4631869

Feed of 09/14/2026

Also filed as Corey Glen Sherf

At current firm

2 y

since Jul 8, 2024

In the industry

23 y

since Jun 3, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wells Fargo Advisors wirehouse current
since Jul 8, 2024 · Green Bay, Wi
Nicolet Wealth Management independent RIA
Aug 8, 2016 to Jul 10, 2024 · Green Bay, Wi
Sii Investments, Inc. former
May 18, 2016 to Dec 31, 2017 · Green Bay, Wi
Invest Financial Corporation former
Apr 30, 2007 to May 19, 2016 · Green Bay, Wi
Pfic Advisors, Inc. unclassified
Oct 17, 2006 to May 8, 2007 · Franklin, Tn
Wells Fargo Investments, LLC unclassified
Feb 13, 2004 to Aug 31, 2006 · Green Bay, Wi

Moves

a registration end followed by a registration begin elsewhere

Nicolet Wealth Management to Wells Fargo Advisors
left Jul 10, 2024, registered Jul 8, 2024 (-2 days) · RIA to wirehouse
Sii Investments, Inc. to Nicolet Wealth Management
left Dec 31, 2017, registered Aug 8, 2016 (-510 days) · Other · moved with a team
Invest Financial Corporation to Sii Investments, Inc.
left May 19, 2016, registered May 18, 2016 (-1 days) · channel change inside one enterprise, not a move · moved with a team
Pfic Advisors, Inc. to Invest Financial Corporation
left May 8, 2007, registered Apr 30, 2007 (-8 days) · Other
Wells Fargo Investments, LLC to Pfic Advisors, Inc.
left Aug 31, 2006, registered Oct 17, 2006 (47 days) · Other

Signals

Corey G Sherf left Nicolet Wealth Management for Wells Fargo Advisors (registered 2024-07-08)
Jul 10, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wirehousederived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address