WHO WE ARE

The team.

Dedicated to bringing our registered representatives, advisors, and their clients comprehensive financial planning strategies along with investment advisory and brokerage services.

Meet the team at corecap

Our offering is only as strong as the people supporting it. That’s why we are dedicated to ensuring all of your needs are met. Our team specializes in all facets of your business including onboarding, client transitions, new business, compliance, commissions, plan design and more. Our job is to partner with you to make your job easier.

Jason Steeno

Craig Rumler

david muncie

RAYMOND MAX PETT

DANIEL BROWN

KIMBERLY RICKETTS

DANIEL McCARTY

KELI OPALESKI

Dominique Ingram

jessica long

Jill Lowther

REBECCA GEBHARDT

GLENN MALEAR

MARY BLOOMER

SHANNON RYAN

Rebecca Barskiy

Rob Tower

Shannon Frizzle

Erin Hoestje

Nakeita Smith

Margaret Dunlap

have you read this yet?

Form CRS – CoreCap Investments

have you read this yet?

Form CRS – CoreCap Advisors

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