Corecap Advisors

Corecap Advisors (CRD# 158819) is a financial advisory firm headquartered in Southfield, MI. They manage $600,000,000 in 2,950 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    600
    MILLION
  • Total Number of Accounts
    2,950
    ACCOUNTS
  • Average Account Value
    $203,390
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Corecap Advisors
Showing 1 - 10 of 102 top financial advisors.
1
Hagen M. Pruemm, RICP®
CRD#: 6602242
5407 Trillium Blvd, Suite 260, Hoffman Estates, IL 60192
100
Wealthminder
score

Hagen Pruemm (CRD# 6602242) is an Investment Advisor Representative working at SIS Financial Group in Hoffman Estates, IL and has 14 year of experience in the finance industry.

2
Kyle J. McCauley
CRD#: 6309847
888 W Big Beaver Rd, Troy, MI 48084
97
Wealthminder
score

Kyle is one of the co-founders and Managing Partner of City Center Financial. Kyle began his career in the financial services industry working with retirees and retirement planning.  Kyle has trained hundreds of financial advisors in the retirement planning market and our clients continue to reap the benefits of Kyle's expertise in retirement planning solutions today.

 

Kyle is the host of the syndicated show the Know Your Retirement® Show heard weekly across the country, educating retirees on the news, resources and information that can affect a retirement plan.

 

Kyle is a Chartered Retirement Planning Counselor (CRPC®) and an Accredited Portfolio Management Advisor (APMA®) through the College for Financial Planning.  Additionally, Kyle holds a certificate as a National Social Security Advisor (NSSA®). Kyle also holds his series 7 license with CoreCap Investments Inc., and is also series 66 licensed, held at CoreCap Advisors, Inc., which holds him to a standard of fiduciary responsibility.

 

Kyle has a strong commitment to family, both immediate and extended.  Kyle and his wife Pamela were married in 2008 and have one daughter.  Together, they're actively involved in their church, and enjoy traveling to see family across the country in New Mexico, Oregon, Alabama, Florida, Kentucky, Tennessee and Illinois.

 

Securities and Investment Advisory services offered through CoreCap Investments and CoreCap Advisors, Inc. respectively.  CoreCap Investments, Inc., is a Registered Broker-Dealer and member of FINRA/SIPC.  CoreCap Advisors, Inc is a registered investment advisor. This website and the material contained herein are not intended to and do not constitute an offer to buy or sell a security or a solicitation of such offers in any jurisdiction in which City Center Financial LLC., CoreCap Investments, or CoreCap Advisors or their respective agents are not qualified to make such offers or solicitations of offers. City Center Financial, LLC. and CoreCap are separate and unaffiliated entities.

3
Kevin M. Fink
CRD#: 2778953
27777 Franklin Road, Suite 700, Southfield, MI 48034
96
Wealthminder
score

Kevin Fink (CRD# 2778953) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 21 years of experience in the finance industry. Kevin Fink has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Justin L. Fort
CRD#: 6015079
7701 San Felipe Blvd, Ste 100, Austin, TX 78729
96
Wealthminder
score

Justin Fort (CRD# 6015079) is an Investment Advisor Representative working at Corecap Advisors in Austin, TX and has over 6 years of experience in the finance industry. Justin Fort has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
William J. Heil
CRD#: 5038267
27777 Franklin Road, Suite 700, Southfield, MI 48034
96
Wealthminder
score

William Heil (CRD# 5038267) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 12 years of experience in the finance industry. William Heil has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Paul J. Helmuth
CRD#: 2515365
5510 Pearl Road, Lower Level #98, Parma, OH 44129
96
Wealthminder
score

Paul Helmuth (CRD# 2515365) is an Investment Advisor Representative working at Corecap Advisors in Parma, OH and has over 14 years of experience in the finance industry. Paul Helmuth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Randal J. Markiewicz
CRD#: 1370313
Westland, MI
96
Wealthminder
score

Randal Markiewicz (CRD# 1370313) is an Investment Advisor Representative working at Corecap Advisors in Westland, MI and has over 32 years of experience in the finance industry. Randal Markiewicz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
John B. Pelto
CRD#: 1597547
27777 Franklin Road, Suite 700, Southfield, MI 48034
96
Wealthminder
score

John Pelto (CRD# 1597547) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 31 years of experience in the finance industry. John Pelto has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Christopher M. Allen
CRD#: 5092882
Canton, OH
93
Wealthminder
score

Christopher Allen (CRD# 5092882) is an Investment Advisor Representative working at Corecap Advisors in Canton, OH and has over 10 years of experience in the finance industry.

10
Boris J. Andrikos
CRD#: 2288978
29432 Joy Road, Livonia, MI 48150
93
Wealthminder
score

Boris Andrikos (CRD# 2288978) is an Investment Advisor Representative working at Corecap Advisors in Livonia, MI and has over 25 years of experience in the finance industry.

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