Ronald Stephen Thompson
Investment adviser representative at Corecap Advisors
15 yearsExperience
1 stateRegistered in
ChFC®Designation
$4BFirm assets
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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
15 years in the industry.
- Corecap Advisors, LLCJan 2023 to now
- Thompson Stewart, P.C.May 2015 to now
- Financial Strategies Group, LLCAug 2017 to Aug 2022
- Financial Strategies Group, Inc.May 2014 to Jul 2017
- Daly Merritt Financial Services,inc.Jul 2012 to Jun 2017
- Eagle Strategies LLCNov 2011 to Jul 2017
- New York Life Insurance CompanySep 2011 to Jul 2017
- Nylife Securities LLCSep 2011 to Jul 2017
- Rapid ResponseAug 2011 to Jun 2017
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
- Series 63 · Uniform Securities Agent State Law2008
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
- 4732299
- Firm CRD
- 158819