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Corey Voort

9 Years of Experience
West Bend, WI
Broker

Corey Voort is a registered investment advisor at Wells Fargo Advisors, based in West Bend, WI, with 9 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

120 N Main St, Ste 250, West Bend, WI, 53095

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Corey owns an e-commerce business and blog for lifestyle, food, and outdoor gear since 2021. This takes about 10-20% of his time.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
January 2021 - Present · 5 yrs 4 mos
Wells Fargo Advisors
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
March 2017 - January 2021 · 3 yrs 10 mos
Northwestern Mutual Investment Services, LLCBroker
March 2017 - January 2021 · 3 yrs 10 mos
State Registrations17 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.