Michael Neumann
Investment adviser representative at Corecap Advisors
18 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
18 years in the industry.
- Corecap AdvisorsJan 2020 to now
- Horizon Insurance Brokerage Group, LLCMay 2014 to now
- Corecap InvestmentsOct 2019 to Oct 2021
- Capital Synergy Partners, Inc.Jun 2015 to Dec 2017
- CabelasSep 2008 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 6039629
- Firm CRD
- 158819