Corecap Advisors

Corecap Advisors (CRD# 158819) is a financial advisory firm headquartered in Southfield, MI. They manage $400,000,000 in 1,600 accounts and serve the financial needs of clients across 43 states (or territories).

By the Numbers
  • Total Assets Under Management
    400
    MILLION
  • Total Number of Accounts
    1,600
    ACCOUNTS
  • Average Account Value
    $250,000
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.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Corecap Advisors
Showing 1 - 10 of 56 top financial advisors.
1
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 10 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.

2
Jeffrey H. Klauenberg
CRD#: 1110287
14502 Greenview, Suite 420, Laurel, MD 20708
96
Wealthminder
score

Jeffrey Klauenberg (CRD# 1110287) is an Investment Advisor Representative working at Corecap Advisors in Laurel, MD and has over 30 years of experience in the finance industry. Jeffrey Klauenberg 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.

3
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 29 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.

4
Don E. Ash
CRD#: 5429310
329 Broad Street, Rome, GA 30161
93
Wealthminder
score

Don Ash (CRD# 5429310) is an Investment Advisor Representative working at Corecap Advisors in Rome, GA and has over 8 years of experience in the finance industry.

5
Paul M. Costa
CRD#: 1243664
2205 Trautner Drive, Suite 202, Saginaw, MI 48604
93
Wealthminder
score

Paul Costa (CRD# 1243664) is an Investment Advisor Representative working at Corecap Advisors in Saginaw, MI and has over 32 years of experience in the finance industry.

6
Matthew C. Essmann
CRD#: 5697283
525 East Big Beaver Road, Suite 250, Troy, MI 48083
93
Wealthminder
score

Matthew Essmann (CRD# 5697283) is an Investment Advisor Representative working at Corecap Advisors in Troy, MI and has over 7 years of experience in the finance industry.

7
Kurt T. Fillmore
CRD#: 4518386
31100 Telegraph Road, Suite 210, Bingham Farms, MI 48025
93
Wealthminder
score

Kurt Fillmore (CRD# 4518386) is an Investment Advisor Representative working at Corecap Advisors in Bingham Farms, MI and has over 14 years of experience in the finance industry.

8
Ronald M. Guevarra
CRD#: 2957361
6303 26 Mile Road, Suite 170, Washington Township, MI 48094
93
Wealthminder
score

Ronald Guevarra (CRD# 2957361) is an Investment Advisor Representative working at Corecap Advisors in Washington Township, MI and has over 19 years of experience in the finance industry.

9
Daniel J. Milan
CRD#: 5795696
525 East Big Beaver Road, Suite 250, Troy, MI 48083
93
Wealthminder
score

Daniel Milan (CRD# 5795696) is an Investment Advisor Representative working at Corecap Advisors in Troy, MI and has over 6 years of experience in the finance industry.

10
Brett L. Mills
CRD#: 5895721
27777 Franklin Road, Suite 700, Southfield, MI 48034
93
Wealthminder
score

Brett Mills (CRD# 5895721) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 5 years of experience in the finance industry.

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