Michael Robert Koerick
Investment adviser representative at Capital Analysts
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.8BFirm assets
Are you Michael Robert Koerick? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Capital AnalystsNov 2020 to now
- Lincoln InvestmentAug 2020 to now
- UnemployedMar 2020 to Aug 2020
- 3step Sports LLCJan 2017 to Mar 2020
- College StudentSep 2015 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (PA).
Capital Analysts
Legal name: Capital Analysts, LLC
$8.8BAssets managed
15,840Clients
596Advisers
14 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
- 6337583
- Firm CRD
- 162200