Ronald
Thompson

Corecap Advisors

CRD#4243976
Investment Advisor
in Northville, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Ronald Thompson is a financial advisor who works out of Northville, Michigan who has 1 year of industry experience. Thompson is on the advisory team at Corecap Advisors. During their career, the advisor has held roles at Nylife Securities LLC, New York Life Insurance Co, The Financial Strategies Corporation Of Michigan, Daly Merritt Financial Services, Inc, Financial Strategies Group, Inc, Financial Strategies Group, LLC, True North Advisors and Corecap Advisors, LLC. Thompson maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona, Arkansas, California, Colorado, Florida, Hawaii, Illinois, Indiana, Kentucky, Michigan, Nevada, Ohio, Pennsylvania, South Carolina, Texas and Washington. Corecap Advisors is an advisory company that has its headquarters in Southfield, MI. It has offices in 40 locations and a total of 121 financial advisors. It has $2 billion in total assets across its 7,757 client accounts, placing it among the largest firms in the nation by assets under management. Of its 7,757 accounts, just 3% belong to high-net-worth clients who have greater than $1 million in assets. The advisory firm performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management usually vary depending on which services the firm provides the client. Fees charged by Corecap Advisors likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

41000 Seven Mile Road
Northville, MI 48167

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Corecap Advisors Brokerage Details

Total Assets Under Management

$1,957,268,517

MI Average: $943,424,332
Total Number of Employees

121

MI Average: 21
Total Number of Accounts

7,757

MI Average: 1,586
Average Account Size

$252,323

MI Average: $594,845

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

Ronald Thompson Work History

Ronald has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

True North Advisors

2022 - Present (2 years)

Corecap Advisors, LLC

2017 - 2022 (5 years)

Financial Strategies Group, LLC

2013 - 2017 (4 years)

Financial Strategies Group, Inc

2012 - 2017 (5 years)

Daly Merritt Financial Services, Inc

2011 - 2017 (6 years)

Nylife Securities LLC

2011 - 2017 (6 years)

New York Life Insurance Co

2011 - 2013 (2 years)

The Financial Strategies Corporation Of Michigan

*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 Ronald Thompson 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

Daniel Laginess
Southfield, MI
Paul Costa
Saginaw, MI
Daniel Simon
Southfield, MI
Daniel Cronin
Southfield, MI
David Howard
Southfield, MI
Tyler Schall
Draper, UT
Jeffrey Kuhni
Southfield, MI
Elizabeth Budweg
Southfield, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started