Sharlene Rabson Wolf
Investment adviser representative at The Sher Wealth Management Group
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$145.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- The Sher Wealth Management GroupMay 2015 to now
- LPL Financial, LLCAug 2003 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 1 state (MA).
The Sher Wealth Management Group
Legal name: The Sher Wealth Management Group, Inc.
$145.6MAssets managed
56Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4695293
- Firm CRD
- 172369