Patrick Simasko (CRD# 6598564) is an Investment Advisor Representative working at Corecap Advisors in Mount Clemens, MI and has over 8 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4713729
Bernard Wealth Management Corp.
CRD# 4216990
Strategic Blueprint, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Corecap Advisors | Southfield, MI | Jan 2016 - Current | 8 |
| Simasko, Simasko, Simasko, P.c. | Mt. Clemens, MI | Mar 1990 - Current | 34 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2016 |
- AL
- AK
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- IA
- KY
- MD
- MA
- MI
- NJ
- NC
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Total Assets Under Management2,467MILLIONS
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Total Number of Accounts8,713ACCOUNTS
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Average Account Value$283,196
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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