Aaron
Wooster
Corecap Advisors
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About this Advisor
Aaron Wooster is a financial advisor working in Southfield, Michigan, with 7 years of industry experience. Wooster is currently employed by Corecap Advisors. During their career, Wooster has held roles at Senior Benefits Group, Caitlin John, LLC, Jackson Kennedy and Corecap Advisors. Wooster holds a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Michigan. Corecap Advisors is a business based out of Southfield, MI. The company has offices in 40 locations and a total of 121 advisors. It has $2 billion in assets under management among its 7,757 accounts, placing it among the biggest firms in the country by assets under management. Of its 7,757 accounts, just 3% belong to high-net-worth clients who have at least $1 million in investable assets. Corecap Advisors offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors are based on which services the firm provides the client. However, fees charged by Corecap Advisors most likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Corecap Advisors Brokerage Details
$1,957,268,517
121
7,757
$252,323
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Aaron Wooster Work History
Aaron has been registered as a financial advisor for 7 years.*
Corecap Advisors
Jackson Kennedy
Caitlin John, LLC
Senior Benefits Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Aaron Wooster to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Corecap Advisors
Saginaw, MI
Southfield, MI
Southfield, MI
Southfield, MI
Southfield, MI
Southfield, MI
Southfield, MI
Southfield, MI
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