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Matthew Craig Essmann

Citizens Securities, Inc.

Rochester Hills, MI

Rocky River, OH

Rochester, MI

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Current Employers
Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-04-20
FL RA APPROVED 2025-04-16
MI RA APPROVED 2025-04-04
  • IL RA
    APPROVED
    Since 2026-04-20
  • FL RA
    APPROVED
    Since 2025-04-16
  • MI RA
    APPROVED
    Since 2025-04-04

Branch Locations

2580 S. Rochester Rd. Mailstop: Mib766, Rochester Hills, MI 48307 • United States

21550 Center Ridge Road Ms: Ohb671, Rocky River, OH 44116 • United States

44 North Adams Rochester Hills Mailstop: Mib804, Rochester, MI 48309 • 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
Corecap Investments, Llc Southfield MI 02/2016 03/2025
Corecap Advisors, Llc Southfield MI 02/2016 03/2025
Cornerstone Financial Services Southfield MI 09/2009 03/2025
Citizens Securities, Inc. Rochester Hills MI 03/2025 Present
  • 02/2016 → 03/2025
    Corecap Investments, Llc
    Southfield, MI
  • 02/2016 → 03/2025
    Corecap Advisors, Llc
    Southfield, MI
  • 09/2009 → 03/2025
    Cornerstone Financial Services
    Southfield, MI
  • 03/2025 → Present
    Citizens Securities, Inc.
    Rochester Hills, MI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-10-02
  • S66 Uniform Combined State Law Examination
    2009-10-02
Other Names
  • Matthew C. Essmann

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Rochester Hills, MI
COMMONWEALTH FINANCIAL NETWORK · Rochester Hills, MI
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LPL FINANCIAL LLC · ROCHESTER HILLS, MI
ARROWROOT FAMILY OFFICE, LLC · Rochester Hills, MI
ARROWROOT FAMILY OFFICE, LLC · Rochester Hills, MI
ARROWROOT FAMILY OFFICE, LLC · ROCHESTER HILLS, MI
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