Craig Tanis, financial advisor Southfield MI

Craig Tanis

CRD Number: 7111803
Current Firm: Corecap Advisors

Craig Tanis (CRD# 7111803) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Education Grand Rapids, MI Jun 2018 - Current 6
The Kr Group Grand Rapids, MI Jan 2016 - Jun 2018 2
Mason & Co / Clean Green Maid Grand Rapids, MI Mar 2008 - Jan 2016 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Craig A. Tanis
Phone Number: 888-296-3360
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    2,467
    MILLIONS
  • Total Number of Accounts
    8,713
    ACCOUNTS
  • Average Account Value
    $283,196
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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