Best Investors Account Sign in

Jeffrey Harry Klauenberg

Corecap Advisors

Southfield, MI

Laurel, MD

Claim This Profile
Current Employers
Corecap Advisors

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-11-20
TX RA APPROVED 2025-11-20
WI RA APPROVED 2022-03-09
MI RA APPROVED 2020-09-09
GA RA APPROVED 2020-08-11
DE RA APPROVED 2020-01-02
SC RA APPROVED 2019-01-04
DC RA APPROVED 2015-04-06
FL RA APPROVED 2015-04-03
WV RA APPROVED 2015-01-15
CA RA APPROVED 2015-01-08
PA RA APPROVED 2015-01-08
VA RA APPROVED 2015-01-08
MD RA APPROVED 2014-06-24
  • MO RA
    APPROVED
    Since 2025-11-20
  • TX RA
    APPROVED
    Since 2025-11-20
  • WI RA
    APPROVED
    Since 2022-03-09
  • MI RA
    APPROVED
    Since 2020-09-09
  • GA RA
    APPROVED
    Since 2020-08-11
  • DE RA
    APPROVED
    Since 2020-01-02
  • SC RA
    APPROVED
    Since 2019-01-04
  • DC RA
    APPROVED
    Since 2015-04-06
  • FL RA
    APPROVED
    Since 2015-04-03
  • WV RA
    APPROVED
    Since 2015-01-15
  • CA RA
    APPROVED
    Since 2015-01-08
  • PA RA
    APPROVED
    Since 2015-01-08
  • VA RA
    APPROVED
    Since 2015-01-08
  • MD RA
    APPROVED
    Since 2014-06-24

Branch Locations

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

8335 Cherry Lane Unit 16, Laurel, MD 20707 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Corecap Advisors, Llc Southfield MI 06/2014 Present
Corecap Investments, Llc Southfield MI 06/2014 Present
Klauenberg Retirement Solutions Southfield MI 01/1983 Present
  • 06/2014 → Present
    Corecap Advisors, Llc
    Southfield, MI
  • 06/2014 → Present
    Corecap Investments, Llc
    Southfield, MI
  • 01/1983 → Present
    Klauenberg Retirement Solutions
    Southfield, MI
Previous Registrations
  • 2006-06-09 → 2014-06-18
    Questar Asset Management, Inc.
    Laurel, MD
  • 2004-03-09 → 2005-12-31
    Raymond James Financial Services, Inc.
    Ellicott City, MD
    Ellicott City, MD
  • 2003-08-01 → 2004-03-03
    Walnut Street Securities, Inc.
    Burtonsville, MD
  • 2001-09-28 → 2003-08-01
    Nathan & Lewis Securities, Inc.
    Burtonsville, MD
Other Businesses

1. INSURANCE AGENT, NON-INVESTMENT RELATED, 14502 GREENVIEW DRIVE SUITE 420 LAUREL MD 20708, INSURANCE AGENT, 12/2005, SALES OF LIFE, LONG TERM CARE AND HEALTH. 2.KLAUENBERG TAX SOLUTIONS, NON-INVESTMENT RELATED, 14502 GREENVIEW DRIVE SUITE 420 LAUREL MD 20708, TAX PREPARATION, 01/2008, 0 HOURS A MONTH, 0 HOURS DURING SECURITIES TRADING, PREPARATION OF TAXES. 3. Senior Security Benefits, Inc. - Short term health representative; Offer short term health through Standard Life; approx. 6 hours per month; approx. 0 hours per month during trading hours; similar clientele

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-05-14
  • S63 Uniform Securities Agent State Law Examination
    1986-05-14

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