linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kristopher Lawrence Whipple

Corecap Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kristopher? Claim Your Profile

About Kristopher Lawrence Whipple

Kristopher Whipple is an Investment Advisor Representative at CoreCap Advisors. Kristopher is registered to provide investment advisory services in Colorado, Florida, Michigan, Tennessee, Texas, and Washington. Kristopher has been in the financial industry since 2009. Kristopher is a Series 65 licensed professional. Kristopher's professional experience includes serving as a Partner at Kristopher Curtis Financial, specializing in life insurance and fixed index annuity sales. Kristopher also holds a position at The Yellow House. Kristopher's expertise includes financial planning, portfolio management for individuals and businesses, and educational seminars.

Firm Information

Kristopher Whipple 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kristopher Whipple’s Registration & Firm History

MI

03/07/2024 - Present

Corecap Advisors (SOUTHFIELD MI)

Not sure if Kristopher Lawrence Whipple is right for you?

Licenses & Designations

IA

Issued 08/28/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kristopher Lawrence Whipple.
Not sure if Kristopher Lawrence Whipple is right for you?