Dan Richard Brown
Investment adviser representative at Corecap Advisors
11 yearsExperience
1 stateRegistered in
$4BFirm assets
15 yearsFirm in business
Are you Dan Richard Brown? 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 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
11 years in the industry.
- Corecap Advisors, LLCAug 2018 to now
- Corecap Investments, LLCAug 2018 to now
- M & O Marketing, LLCAug 2018 to now
- ConsilloNov 2017 to Aug 2018
- Fleece & Thank YouOct 2015 to Aug 2018
- Tomkiw Mackewich, PlcMay 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 7010077
- Firm CRD
- 158819