Steven SeibelCRD Number: 1140576
Current Firm: Corecap Advisors
Steven Seibel (CRD# 1140576) is an Investment Advisor Representative working at Corecap Advisors in Nashotah, WI and has over 39 years of experience in the finance industry.
Annex Wealth Management, LLC
Wealth Enhancement Advisory Services, LLC
Francis Investment Counsel LLC
|Corecap Investments, LLC||Southfield, MI||Mar 2017 - Current||5|
|Corecap Advisors, LLC||Southfield, MI||Mar 2017 - Current||5|
|Capital Synergy Partners, Inc.||Irvine, CA||Jan 2011 - Mar 2017||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1983|
|S65||NASAA Investment Advisors Law Examination||Oct 2000|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,909MILLIONS
Total Number of Accounts6,573ACCOUNTS
Average Account Value$290,431
- 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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