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Michael Mc Cracken

Advisor at Corecap Advisors

Updated today
Corecap Advisors logo

Firm

Corecap Advisors

Location

Maple Grove, MN 55369

Credentials

Series 63, Series 65

Industry experience

8 years

About

Michael Mc Cracken is a financial advisor at CoreCap Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CoreCap Advisors since 2020. Prior to that, he was with Gradient Advisors, LLC for three years and has owned Wealth Guide Financial since 2011, where he engages in insurance and fixed indexed annuity sales. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a range of clients including high-net-worth individuals, trusts, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and incorporates sub-advisors and third-party managers to support its services.

Client services

Based on Corecap Advisors

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Corecap Advisors

Retirement income strategy Income planning Tax-loss harvesting Active portfolio management Private / alternative investments

Occupation focus

Based on Corecap Advisors

Self-Employed

Fee options

Fixed

Negotiated flat fee for financial planning services

Percentage

0.5% to 3.00% annually

Project-based

Negotiated hourly rate for financial planning services

Location

10650 County Rd 81 Suite 103

Maple Grove, MN 55369

Most active in

Minnesota · Montana · Nevada · Oregon · Texas · Washington

Work history

CoreCap Advisors

2020 - Present (6 years)

Gradient Advisors, LLC

2017 - 2020 (3 years)

Wealth Guide Financial

2011 - Present (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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