Norman Milton Bald

Employer firm

Corecap Advisors CRD 158819

$3.99B regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 05/2017
  Ameriprise Financial Services, Inc.
  Shelby Township, MI
• 06/2017 → 03/2020
  The Leaders Group Inc
  Littleton, CO
• 04/2020 → Present
  Corecap Investments
  Southfield, MI
• 04/2020 → Present
  Corecap Advisors
  Southfield, MI
• 01/2020 → Present
  M&O Marketing
  Southfield, MI

Previous Registrations

• 2017-06-06 → 2020-03-20
  Tlg Advisors, Inc.
  Southfield, MI
  Summit, NJ
• 2016-06-14 → 2017-05-09
  Ameriprise Financial Services, Llc
  Troy, MI
  Bloomfield Hills, MI
• 2012-06-01 → 2016-06-03
  Lincoln Investment
  Southfield, MI
• 2012-06-04 → 2016-06-03
  Capital Analysts
  Southfield, MI
• 2006-06-30 → 2012-06-01
  Cincinnati Analysts, Inc.
  Southfield, MI
  Southfield, MI

Other Businesses

*Real Estate Ownership; Lot/Land; Township, MI 48062; Not Investment Related; June 2005 / Single Family; Mesick, MI 49668; Investment Related; Nov 2015. *Successor trustee of mother's revocable living trust, Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative. *M&O Marketing; Marketer; not-investment related; approx. 160 hours per month; approx 160 hours per month during market hours; similar clientele; *Life Insurance & Fixed Annuity Sales - 3/9/2020; broker, sales of fixed insurance products, Not Invt Rel, approx. 5 hrs/mo; approx. 0 hrs/mo (during trading hours).

Exams

• S66 Uniform Combined State Law Examination
  2004-07-02
• S63 Uniform Securities Agent State Law Examination
  1999-04-13

Other Names

• Norm Bald