Lincoln Sherwood Maurer
Investment adviser representative at Wells Fargo Investment Institute, Inc.
10 yearsExperience
1 stateRegistered in
$43BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Wells Fargo Investment Institute, Inc.Nov 2022 to now
- Somic America, Inc.Jun 2019 to Sep 2022
- Liberty UniversityAug 2018 to May 2021
- Wytheville Community CollegeAug 2017 to May 2018
- Central ContractingMay 2017 to Jul 2018
- Pensacola Christian CollegeAug 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
Wells Fargo Investment Institute, Inc.
$43BAssets managed
12,216Clients
52Advisers
21 yearsIn 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
- 7662651
- Firm CRD
- 133204