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Daniel Todd Simon

Corecap Advisors

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About Daniel Todd Simon

Daniel Simon is an Investment Advisor Representative with Corecap Advisors. Daniel specializes in financial planning, portfolio management, and educational seminars. Daniel has been in the financial industry since 2012 and holds a Series 6 and a Series 65 license. Daniel has previously worked at Hornor, Townsend & Kent, Inc. and Northwestern Mutual Investment Services, LLC.

Firm Information

Daniel Simon 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 Simon’s Registration & Firm History

MI

02/08/2019 - Present

Corecap Advisors (SOUTHFIELD MI)

PA

05/17/2013 - 05/26/2016

HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)

PA

11/27/2012 - 03/19/2013

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHILADELPHIA PA)

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Licenses & Designations

IA

Issued 02/08/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/26/2016

SIE - Securities Industry Essentials Examination

BC

Issued 11/26/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Todd Simon.
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