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Roger P Welshans

Corecap Advisors

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About Roger P Welshans

Roger Welshans is an investment advisor representative with Corecap Advisors. He has over 20 years of experience in the financial services industry. Roger holds the Series 7, Series 63, and Series 65 licenses. Roger specializes in working with individuals, businesses, and pension and profit-sharing plans. He provides financial planning, portfolio management, and educational seminars to his clients. Roger is committed to helping his clients achieve their financial goals.

Firm Information

Roger Welshans 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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Roger Welshans’s Registration & Firm History

MT

04/09/2018 - Present

Corecap Advisors (Missoula MT)

MT

10/29/2008 - 06/29/2016

RBC CAPITAL MARKETS, LLC (MISSOULA MT)

MT

04/28/2005 - 11/12/2008

CITIGROUP GLOBAL MARKETS INC. (MISSOULA MT)

NJ

12/15/1997 - 05/12/2005

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 12/18/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/16/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Roger P Welshans.
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