Steven Seibel, financial advisor Nashotah WI

Steven Seibel

CRD 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 40 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Corecap Investments, LLC Southfield, MI Mar 2017 - Current 7
Corecap Advisors, LLC Southfield, MI Mar 2017 - Current 7
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
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Steven R. Seibel
Phone Number: 888-296-3360
Registered State(s):
  • OH
  • WI
By the Numbers
  • Total Assets Under Management
    1,957
    MILLIONS
  • Total Number of Accounts
    7,757
    ACCOUNTS
  • Average Account Value
    $252,323
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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