Norman Milton Bald
Investment adviser representative at Corecap Advisors
10 yearsExperience
1 stateRegistered in
$4BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Corecap AdvisorsApr 2020 to now
- Corecap InvestmentsApr 2020 to now
- M&o MarketingJan 2020 to now
- The Leaders Group IncJun 2017 to Mar 2020
- Ameriprise Financial Services, Inc.Jun 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (MI).
Corecap Advisors
Legal name: Corecap Advisors, LLC
$4BAssets managed
9,677Clients
117Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3206348
- Firm CRD
- 158819