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Craig Allen Tanis

Corecap Advisors

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About Craig Allen Tanis

Craig Tanis is a financial advisor associated with Corecap Advisors, LLC. Craig is a registered Investment Advisor Representative and holds Series 66, Series 7TO, and SIE securities licenses. Craig has been in the securities industry since 2019. Craig's current registration is active in Michigan, and is a registered Investment Advisor Representative. Craig also holds a license as an independent insurance agent, specializing in health and life insurance. Craig primarily assists individuals and corporations with their investment and financial planning needs.

Firm Information

Craig Tanis 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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Craig Tanis’s Registration & Firm History

MI

11/06/2019 - Present

Corecap Advisors (SOUTHFIELD MI)

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Licenses & Designations

BOTH

Issued 08/29/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/23/2019

Series 7TO - General Securities Representative Examination

BC

Issued 02/22/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Craig Allen Tanis.
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