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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Johannsen is an investment advisor representative with Corecap Advisors. Richard has been in the industry since 2003 and has worked for several firms including LPL Financial LLC and Sunset Financial Services, Inc. Richard is registered with the state of Idaho as an Investment Advisor Representative. Richard specializes in providing financial planning, educational seminars, and portfolio management services for individuals and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MI
11/10/2016 - Present
Corecap Advisors (SOUTHFIELD MI)
ID
08/09/2013 - 11/09/2016
LPL FINANCIAL LLC (KUNA ID)
ID
02/21/2012 - 08/07/2013
SUNSET FINANCIAL SERVICES, INC. (KUNA ID)
ID
04/24/2006 - 02/16/2012
SUNSET FINANCIAL SERVICES, INC. (KUNA ID)
ID
03/16/2005 - 03/30/2006
HORNOR, TOWNSEND & KENT, INC. (MERIDIAN ID)
IN
12/17/2003 - 03/07/2005
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
TX
06/26/2003 - 12/19/2003
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
IA
Issued 11/11/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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