Invested Better
Unclaimed

Unclaimed

Unclaimed

Thomas David Ankrom

Corecap Advisors

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

About Thomas David Ankrom

Thomas Ankrom is a financial advisor with over 30 years of experience in the industry. Thomas has a broad range of experience working with various clients including high-net-worth individuals, corporations, and pension plans. Thomas is currently registered with Corecap Advisors, LLC, and has previously held positions at Ameritas Investment Corp, CCF Investments, Inc., The Leaders Group, Inc., USAllianz Securities, Inc., National Planning Corporation, North American Management, Inc., and First American National Securities, Inc. Thomas is also the owner of Ankrom Tax Preparation where he helps his clients with their tax needs. Thomas is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Thomas Ankrom 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

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.

Thomas Ankrom’s Registration & Firm History

MI

01/15/2021 - Present

Corecap Advisors (SOUTHFIELD MI)

OH

06/21/2017 - 11/07/2019

AMERITAS INVESTMENT CORP. (Canfield OH)

OH

01/05/2006 - 06/21/2017

CCF INVESTMENTS, INC. (Canfield OH)

CO

08/08/2002 - 12/31/2005

THE LEADERS GROUP, INC. (LITTLETON CO)

MN

06/16/2000 - 12/31/2001

USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)

CA

12/10/1996 - 07/15/1998

NATIONAL PLANNING CORPORATION (LOS ANGELES CA)

SD

04/20/1992 - 12/31/1994

NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)

GA

10/02/1984 - 10/17/1990

FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)

Not sure if Thomas David Ankrom is right for you?

Licenses & Designations

IA

Issued 12/28/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/21/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/25/1989

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas David Ankrom.
Not sure if Thomas David Ankrom is right for you?