Corecap Advisors

Investment Advisor
in Nashotah, WI

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About this Advisor

Steven Seibel is a chartered financial consultant who works out of Nashotah, Wisconsin with 6 years of relevant experience. Seibel is an advisor for Corecap Advisors. Their career trajectory has included roles at Capital Synergy Partners, Inc, Corecap Investments, LLC and Corecap Advisors, LLC. Seibel holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Wisconsin. Corecap Advisors is a company that has its headquarters in Southfield, MI. It has offices in 40 locations and a total of 121 employees. It has $2 billion in assets among its 7,757 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 7,757 client accounts, just 3% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The firm provides a diverse set 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. Financial advisory fees typically depend on the financial services. Fees billed by Corecap Advisors may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

6 years

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

Nashotah, WI

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Corecap Advisors Brokerage Details

Total Assets Under Management


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


WI Average: 21
Total Number of Accounts


WI Average: 1,586
Average Account Size


WI 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

Steven Seibel Work History

Steven has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Corecap Investments, LLC

2017 - Present (7 years)

Corecap Advisors, LLC

2011 - 2017 (6 years)

Capital Synergy Partners, Inc

*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.


Please visit the SEC profile of Steven Seibel 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

David Howard
Southfield, MI
Daniel Simon
Southfield, MI
Daniel Cronin
Southfield, MI
Daniel Laginess
Southfield, MI
Paul Costa
Saginaw, MI
Rany Tallou
Southfield, MI
Alison Slezak
Glen Mills, PA
Scott Butler
Laurel, MD

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

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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.

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