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Corecap Advisors CRD 158819
$3.99B regulatory AUM 8 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-11-21 |
| MT | RA | APPROVED | 2024-11-12 |
| WA | RA | APPROVED | 2024-11-08 |
| NV | RA | APPROVED | 2022-11-21 |
| TX | RA | APPROVED_RES | 2020-09-24 |
| MN | RA | APPROVED | 2020-01-22 |
Branch Locations
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
10650 County Rd 81 Suite 103, Maple Grove, MN 55369 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Guide Financial | Maple Grove | MN | 05/2011 | Present |
| Gradient Advisors, Llc | Arden Hills | MN | 04/2017 | 01/2020 |
| Corecap Advisors | Southfield | MI | 01/2020 | Present |
DBA Wealth Guide Financial, LLC - 11670 Fountains Drive #200, Maple Grove, MN 55369 - Owner - Insurance and Fixed Indexed Annuity (FIA) Sales - Start Date: 05/2011
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-26 |
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