Ronald Thompson
Advisor at Corecap Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Corecap Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Corecap Advisors
Location
Southfield, MI 48034
Credentials
Series 63, Series 65
Industry experience
16 years
Ronald Thompson is a financial advisor at CoreCap Advisors with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Financial Strategies Group, Daly Merritt Financial Services, and New York Life Insurance. Thompson is also an insurance agent at True North Advisors, where he engages in life insurance and annuity sales. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, often incorporating sub-advisors and tax-efficient strategies.
Based on Corecap Advisors
Based on Corecap Advisors
Negotiated flat fee for financial planning services
0.5% to 3.00% annually
Negotiated hourly rate for financial planning services
27777 Franklin Road, Suite 700
Southfield, MI 48034
Alabama · Arizona · Arkansas · California · Colorado · Florida · Hawaii · Illinois · Indiana · Kentucky · Michigan · Missouri · Nevada · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Texas · Washington · Wisconsin
CoreCap Advisors, LLC
2022 - Present (4 years)
True North Advisors
2022 - Present (4 years)
Financial Strategies Group, LLC
2017 - 2022 (5 years)
FINANCIAL STRATEGIES GROUP, Inc.
2013 - 2017 (4 years)
Daly Merritt Financial Services, Inc.
2012 - 2017 (5 years)
New York Life Insurance co
2011 - 2017 (6 years)
NyLife Securities LLC
2011 - 2017 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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