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Brian Wolfer

Corecap Advisors

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About Brian Wolfer

Brian Wolfer is an investment advisor representative at Corecap Advisors. Brian Wolfer has been in the financial services industry since August 2005. Brian Wolfer's office is located in Glen Mills, Pennsylvania. Brian Wolfer is registered in 13 states and has passed the Series 6, 7, 63, and 65 exams. Brian Wolfer specializes in providing financial planning, portfolio management, and educational seminars to individuals, corporations, and pension and profit-sharing plans. Brian Wolfer also holds the Certified Financial Planner designation.

Firm Information

Brian Wolfer is currently registered with Corecap Advisors. Corecap Advisors is an investment advisory firm located in SOUTHFIELD, MI. They manage over $2.46 billion in assets for 8,713 clients, primarily individuals, corporations, and pension plans. They offer a variety of advisory services, including financial planning, portfolio management, and educational seminars. Corecap Advisors is registered with the SEC under the number 801-72687.
Corecap Advisors

27777 FRANKLIN ROAD

SOUTHFIELD, MI 48034

$2.47B

Assets Under Management

6

Total Clients

116

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Wolfer’s Registration & Firm History

PA

05/29/2024 - Present

Corecap Advisors (Glen Mills PA)

PA

08/30/2005 - 11/29/2019

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 08/10/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/23/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2007

Series 7 - General Securities Representative Examination

BC

Issued 08/29/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Brian Wolfer. Review regulatory record here.
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