Best Investors Account Sign in
Current Employers
Corecap Advisors

27777 Franklin Road Suite 700, Southfield, MI 48034 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2020-01-16
  • WI RA
    APPROVED
    Since 2020-01-16

Branch Locations

27777 Franklin Road Suite 700, Southfield, MI 48034 • United States

Muskego, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cabelas Richfield WI 09/2008 12/2016
Capital Synergy Partners, Inc. Newport Beach CA 06/2015 12/2017
Corecap Investments Southfield MI 10/2019 10/2021
Horizon Insurance Brokerage Group, Llc St Francis WI 05/2014 Present
Corecap Advisors Southfield MI 01/2020 Present
  • 09/2008 → 12/2016
    Cabelas
    Richfield, WI
  • 06/2015 → 12/2017
    Capital Synergy Partners, Inc.
    Newport Beach, CA
  • 10/2019 → 10/2021
    Corecap Investments
    Southfield, MI
  • 05/2014 → Present
    Horizon Insurance Brokerage Group, Llc
    St Francis, WI
  • 01/2020 → Present
    Southfield, MI
Other Businesses

HORIZON INVESTMENT & INSURANCE BROKERAGE GROUP, LLC FIXED INSURANCE/INDEPENDENT AGENT/CEO EFFECTIVE: 05/2014 APPROX 100 HOURS PER MONTH/APPROX 40 HOURS PER MONTH DURING MARKET HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-13
S63 Uniform Securities Agent State Law Examination 2012-08-07
  • S65 Uniform Investment Adviser Law Examination
    2020-01-13
  • S63 Uniform Securities Agent State Law Examination
    2012-08-07
Other Names
  • Michael L Neumann
  • Michael Lee Neumann

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Southfield, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor