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Kurt Taylor Fillmore

Corecap Advisors

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About Kurt Taylor Fillmore

Kurt Fillmore is an investment advisor representative at Corecap Advisors. Kurt has been a registered investment advisor since 2013 and has been in the financial services industry since 2002. Kurt has a strong track record of providing financial advice to individuals and families, including those who are high-net-worth. Kurt has a deep understanding of the investment markets and is committed to providing his clients with personalized financial advice. Kurt is also a founder and president of Wealth Trac Financial, a firm that provides wealth management services including financial planning.

Firm Information

Kurt Fillmore 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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Kurt Fillmore’s Registration & Firm History

MI

12/08/2021 - Present

Corecap Advisors (SOUTHFIELD MI)

NJ

07/24/2002 - 10/14/2004

CITISTREET EQUITIES LLC (SOMERSET NJ)

NY

04/11/2002 - 05/15/2002

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/18/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/22/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/10/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kurt Taylor Fillmore.
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