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

KIMBERLY RICKETTS

DANIEL BROWN

Nakeita Smith

Erin Hoestje

SHANNON RYAN

Brigitte Franz

Shannon Frizzle

MARY BLOOMER

DANIEL McCARTY

KELI OPALESKI

Hannah Blanzy

Claire Brabant

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Important Disclosures

CoreCap ADV Part 2A

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Securities sold through CoreCap Investments, LLC, a registered broker-dealer and member FINRA/SIPC; advisory services offered by CoreCap Advisors, LLC, a registered investment advisor (collectively, "CoreCap"). CoreCap does not provide tax or legal advice. Securities products offered are not guaranteed or endorsed by CoreCap and are not FDIC insured, not guaranteed by any bank, and may lose value.

The information presented here is not specific to any individual’s personal circumstances. This website does not constitute an offer to sell or a solicitation of offers to purchase or sell securities in any jurisdiction in which CoreCap is not qualified to make or solicit such offers. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Further, nothing on this site is intended to be, or to be relied upon as tax, legal, or investment advice. Investors should consult with their own tax, legal, and investment professionals.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable; however, we cannot assure the accuracy or completeness of these materials. This information may change at any time and without notice. Links to third-party websites are being provided for informational purposes only. CoreCap is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. CoreCap is not responsible for the content of any third-party website or the collection or use of information regarding any websites users and/or members

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