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Daniel J Milan

Corecap Advisors

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About Daniel J Milan

Daniel Milan is an investment advisor representative with Corecap Advisors. Daniel is registered with the state of Michigan and has been in the industry since July 2010. Daniel has experience working with individuals, corporations, and high-net-worth clients. Daniel is also a licensed attorney and managing partner of the Law office of Daniel J. Milan, PLLC. In addition to legal services, Daniel is also managing partner and co-founder of CCP, LLC, and CFS Credit, LLC.

Firm Information

Daniel Milan 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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Daniel Milan’s Registration & Firm History

MI

04/25/2023 - Present

Corecap Advisors (SOUTHFIELD MI)

MI

07/08/2010 - 02/12/2016

AXA ADVISORS, LLC (TROY MI)

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Licenses & Designations

BOTH

Issued 07/22/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel J Milan.
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