SL
Stephen R. Levin
CORECAP ADVISORS
Tuscon, AZ 85711
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CRD#: 5671547
SL
Stephen Robert LevinCORECAP ADVISORS
Professional summary
Stephen Robert Levin, who also goes by Steve Levin, is a registered financial advisor currently at CORECAP ADVISORS located in Tuscon, Arizona.
Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Stephen has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
At a Glance
Always Fiduciary
Aliases
Steve Levin
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
*RJP Estate Planning; Senior Planning Consultant / Licensed Insurance Agent; Fixed Indexed Annuities/Insurance sales; approx. 100 hours per month; approx. 90 hours per month during trading hours; similar clientele *Park Upfront, LLC; Co-Founder; Free Mobile app for car enthusiasts for charity events; approx. 4 hours per month; approx. 0 hours during trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Robert Levin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 18, 2026 - Present
CORECAP ADVISORS
Office #1: 5151 E Broadway, Suite 750, Tuscon, AZ 85711RIA
CRD#: 158819
Tuscon, AZ
Past
January 9, 2018 - April 5, 2018
CORECAP INVESTMENTS, LLC
BD
CRD#: 37068
SOUTHFIELD, MI
Past
October 19, 2016 - January 17, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
DALLAS, TX
Past
June 14, 2012 - October 20, 2016
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
BD
CRD#: 13609
DALLAS, TX
Past
September 3, 2009 - June 18, 2012
MILKIE/FERGUSON INVESTMENTS, INC.
BD
CRD#: 17606
DALLAS, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CORECAP ADVISORS
ADVANTAGE BENEFITS & RETIREMENT | WWW.GOLDLINE.FINANCIAL | WOOSTER FINANCIAL | WEALTH TRAC MANAGEMENT | WEALTH TRAC FINANCIAL LLC | WEALTH TRAC FINANCIAL | WEALTH GUIDE FINANCIAL | VOYAGEUR ADVISORY GROUP | VFG ASSOCIATES | TRUE NORTH ADVISORS | TREW FINANCIAL & BENEFITS GROUP, INC. | TOTAL BENEFIT SERVICES | TORO FINANCIAL | TLC WEALTH | TLC INSURANCE GROUP | TELLURIDE FINANCIAL, INC. | TBS RETIREMENT PLANNING | TALLOU FINANCIAL SERVICES | STRATEGIC PLANNING GROUP | STIVERS LAW | STIVERS FINANCIAL SERVICES | SPEIR FINANCIAL SERVICES | SPARTAN FINANCIAL GROUP | SOULENCE TAX & WEALTH ADVISORS | SOLOMON FINANCIAL | SMITHS FINANCIAL SOLUTIONS | SMITH FINANCIAL SOLUTIONS | SLEEP WELL RETIREMENT | SKOLNIK RETIREMENT SOLUTIONS, LLC | SIS FINANCIAL GROUP | SIMASKO FINANCIAL | SENIOR HEALTH BENEFITS | SECURE RETIREMENT QUESTS | SECURE MY FUNDS | SECURE INCOME SOLUTIONS | SAA FINANCIAL | RUNESTAD FINANCIAL SERVICES, LTD | ROMAIN FINANCIAL | RJP ESTATE PLANNING | REITER FINANCIAL SERVICES | RED KITE CAPITAL | QUEST FINANCIAL | PRINCIPIUM TACTICAL WEALTH MANAGEMENT | PRINCIPIUM | PRESERVE WEALTH OKLAHOMA | PETTIFORD FINANCIAL AND WEALTH MANAGEMENT | PETERSON HARRIS, INC. | PATHWAY FINANCIAL GROUP | OWRS | ORAY-KING WEALTH ADVISORS | ODYSSEY PRIVATE WEALTH | NICOLE E. BREW & CREW | NICOLE BREWER & ASSOCIATES | NEXT FRONTIER FINANCIAL | MIDWEST RETIREMENT ADVISORS | METROKAS KAMISON ASSOCIATES | METHOD INVESTMENT GROUP | MANNOR FINANCIAL SERVICES | MANNOR FINANCIAL GROUP | LOVELESS FINANCIAL GROUP, LLC | LMA FINANCIAL SERVICES | LIFESTYLE WEALTH MANAGEMENT | LIFE INCOME MANAGEMENT | LEISER FINANCIAL | LASTER FINANCIAL | LAKE COUNTY FINANCIAL GROUP | LABADIE FINANCIAL | KRISTOPHER CURTIS FINANCIAL | KLAUENBERG RETIREMENT SOLUTIONS | KCS FINANCIAL GROUP | KAPONO CHUN & ASSOCIATES | JOSEPH FINANCIAL GROUP | JM FINANCIAL & ACCOUNTING SERVICES | JM FINANCIAL & ACCOUNT SERVICES | JERCON WEALTH MANAGEMENT | JACKSON KENNEDY | INSURANCE ADVANTAGE & LMA FINANCIAL SERVICES | INGOLD GROUP, LLC | HORIZON INSURANCE BROKERAGE GROUP, LLC | HAKIM FINANCIAL. INC. | HAKIM FINANCIAL | GOLDLINE FINANCIAL | GILLIKIN & ASSOCIATES | GET MY BENCHMARK | GEARY AGENCY | GAUCI & ASSOCIATES | G&H FINANCIAL GROUP | FRONTIER WEALTH MANAGEMENT | FREEDOM WEALTH MANAGEMENT | FORT WEALTH MANAGEMENT | FOREVER FREE FINANCIAL | FIRST FINANCIAL GROUP USA | FINANCIAL FITNESS | FFI | EXECUTIVE PLAN SERVICES | EXECUTIVE FINANCIAL GROUP | ESTATE PLANNING & PRESERVATION | ESPERO & PARTNERS | EDGEROCK WEALTH MANAGEMENT | DWORETSKY FINANCIAL | DUGAN BROWN | DIGNITY LIFE MARKETING GROUP, LLC | DAN WHITE & ASSOCIATES | CROSSROADS ADVISORY GROUP | CREATIVE FINANCIAL SOLUTIONS | CREATIVE ASSET CONSULTANTS, INC. | COUGHLIN WEALTH MANAGEMENT, LLC | CORNERSTONE FINANCIAL SERVICES, LLC | CORNERSTONE FINANCIAL SERVICES | CORECAP ADVISORS, LLC | CORECAP ADVISORS, INC. | CORECAP ADVISORS | CORE CAPITAL ADVISORS | COOPER AND ADEL FINANCIAL | COOPER ADEL VU FINANCIAL | COOPER ADEL & VU FINANCIAL | CONVERGENCE FINANCIAL ADVISORS, INC. | CONVERGENCE FINANCIAL ADVISORS | CONNERS WEALTH MANAGEMENT | COMMONWEALTH STRATEGY ADVISORS | CITY CENTER FINANCIAL | CFS | CASTLE WEST FINANCIAL, LLC | CAPITAL CHOICE SOUTHWEST | CAPITAL CHOICE FINANCIAL SERVICES | CAPITAL CHOICE FINANCIAL GROUP | CAPITAL CHOICE | BURLOS MARKETING | BRAD MAY & ASSOCIATES AGENCY INC. | BISHOP WEALTH PLANNING | BETTER LIFE FINANCIAL GROUP | BETH MOORES FINANCIAL | BENCHMARK | BALANCED PROFITS | B MAY & ASSOCIATES | AZOURY FINANCIAL | ASSET WEALTH MANAGEMENT | ASSET MANAGEMENT & ADVISORY SERVICES OF LEE COUNTY | ARCH BENEFITS GROUP | APEX WEALTH MANAGEMENT | ANDRIKOS FINANCIAL PARTNERS | AMERICAN PROSPERITY GROUP, LLC | ALPHA ADVISORS | ALPERT RETIREMENT ADVISING | AFFORDABLE INSURANCE NETWORK
CRD#: 158819 / SEC#: 801-72687
RIA
Registered Investment Advisory firm - (8/30/2011 Approved)Illinois
Registered Investment Advisory firm - (6/21/2012 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(8/18/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CA
CORECAP ADVISORS
ADVANTAGE BENEFITS & RETIREMENT | WWW.GOLDLINE.FINANCIAL | WOOSTER FINANCIAL | WEALTH TRAC MANAGEMENT | WEALTH TRAC FINANCIAL LLC | WEALTH TRAC FINANCIAL | WEALTH GUIDE FINANCIAL | VOYAGEUR ADVISORY GROUP | VFG ASSOCIATES | TRUE NORTH ADVISORS | TREW FINANCIAL & BENEFITS GROUP, INC. | TOTAL BENEFIT SERVICES | TORO FINANCIAL | TLC WEALTH | TLC INSURANCE GROUP | TELLURIDE FINANCIAL, INC. | TBS RETIREMENT PLANNING | TALLOU FINANCIAL SERVICES | STRATEGIC PLANNING GROUP | STIVERS LAW | STIVERS FINANCIAL SERVICES | SPEIR FINANCIAL SERVICES | SPARTAN FINANCIAL GROUP | SOULENCE TAX & WEALTH ADVISORS | SOLOMON FINANCIAL | SMITHS FINANCIAL SOLUTIONS | SMITH FINANCIAL SOLUTIONS | SLEEP WELL RETIREMENT | SKOLNIK RETIREMENT SOLUTIONS, LLC | SIS FINANCIAL GROUP | SIMASKO FINANCIAL | SENIOR HEALTH BENEFITS | SECURE RETIREMENT QUESTS | SECURE MY FUNDS | SECURE INCOME SOLUTIONS | SAA FINANCIAL | RUNESTAD FINANCIAL SERVICES, LTD | ROMAIN FINANCIAL | RJP ESTATE PLANNING | REITER FINANCIAL SERVICES | RED KITE CAPITAL | QUEST FINANCIAL | PRINCIPIUM TACTICAL WEALTH MANAGEMENT | PRINCIPIUM | PRESERVE WEALTH OKLAHOMA | PETTIFORD FINANCIAL AND WEALTH MANAGEMENT | PETERSON HARRIS, INC. | PATHWAY FINANCIAL GROUP | OWRS | ORAY-KING WEALTH ADVISORS | ODYSSEY PRIVATE WEALTH | NICOLE E. BREW & CREW | NICOLE BREWER & ASSOCIATES | NEXT FRONTIER FINANCIAL | MIDWEST RETIREMENT ADVISORS | METROKAS KAMISON ASSOCIATES | METHOD INVESTMENT GROUP | MANNOR FINANCIAL SERVICES | MANNOR FINANCIAL GROUP | LOVELESS FINANCIAL GROUP, LLC | LMA FINANCIAL SERVICES | LIFESTYLE WEALTH MANAGEMENT | LIFE INCOME MANAGEMENT | LEISER FINANCIAL | LASTER FINANCIAL | LAKE COUNTY FINANCIAL GROUP | LABADIE FINANCIAL | KRISTOPHER CURTIS FINANCIAL | KLAUENBERG RETIREMENT SOLUTIONS | KCS FINANCIAL GROUP | KAPONO CHUN & ASSOCIATES | JOSEPH FINANCIAL GROUP | JM FINANCIAL & ACCOUNTING SERVICES | JM FINANCIAL & ACCOUNT SERVICES | JERCON WEALTH MANAGEMENT | JACKSON KENNEDY | INSURANCE ADVANTAGE & LMA FINANCIAL SERVICES | INGOLD GROUP, LLC | HORIZON INSURANCE BROKERAGE GROUP, LLC | HAKIM FINANCIAL. INC. | HAKIM FINANCIAL | GOLDLINE FINANCIAL | GILLIKIN & ASSOCIATES | GET MY BENCHMARK | GEARY AGENCY | GAUCI & ASSOCIATES | G&H FINANCIAL GROUP | FRONTIER WEALTH MANAGEMENT | FREEDOM WEALTH MANAGEMENT | FORT WEALTH MANAGEMENT | FOREVER FREE FINANCIAL | FIRST FINANCIAL GROUP USA | FINANCIAL FITNESS | FFI | EXECUTIVE PLAN SERVICES | EXECUTIVE FINANCIAL GROUP | ESTATE PLANNING & PRESERVATION | ESPERO & PARTNERS | EDGEROCK WEALTH MANAGEMENT | DWORETSKY FINANCIAL | DUGAN BROWN | DIGNITY LIFE MARKETING GROUP, LLC | DAN WHITE & ASSOCIATES | CROSSROADS ADVISORY GROUP | CREATIVE FINANCIAL SOLUTIONS | CREATIVE ASSET CONSULTANTS, INC. | COUGHLIN WEALTH MANAGEMENT, LLC | CORNERSTONE FINANCIAL SERVICES, LLC | CORNERSTONE FINANCIAL SERVICES | CORECAP ADVISORS, LLC | CORECAP ADVISORS, INC. | CORECAP ADVISORS | CORE CAPITAL ADVISORS | COOPER AND ADEL FINANCIAL | COOPER ADEL VU FINANCIAL | COOPER ADEL & VU FINANCIAL | CONVERGENCE FINANCIAL ADVISORS, INC. | CONVERGENCE FINANCIAL ADVISORS | CONNERS WEALTH MANAGEMENT | COMMONWEALTH STRATEGY ADVISORS | CITY CENTER FINANCIAL | CFS | CASTLE WEST FINANCIAL, LLC | CAPITAL CHOICE SOUTHWEST | CAPITAL CHOICE FINANCIAL SERVICES | CAPITAL CHOICE FINANCIAL GROUP | CAPITAL CHOICE | BURLOS MARKETING | BRAD MAY & ASSOCIATES AGENCY INC. | BISHOP WEALTH PLANNING | BETTER LIFE FINANCIAL GROUP | BETH MOORES FINANCIAL | BENCHMARK | BALANCED PROFITS | B MAY & ASSOCIATES | AZOURY FINANCIAL | ASSET WEALTH MANAGEMENT | ASSET MANAGEMENT & ADVISORY SERVICES OF LEE COUNTY | ARCH BENEFITS GROUP | APEX WEALTH MANAGEMENT | ANDRIKOS FINANCIAL PARTNERS | AMERICAN PROSPERITY GROUP, LLC | ALPHA ADVISORS | ALPERT RETIREMENT ADVISING | AFFORDABLE INSURANCE NETWORK
CRD#: 158819 / SEC#: 801-72687
RIA
Registered Investment Advisory firm - (8/30/2011 Approved)Illinois
Registered Investment Advisory firm - (6/21/2012 Terminated)Loading...
Contact information
Main Address
27777 Franklin Road Suite 700, Southfield, MI 48034
Mailing Address
Phone number
(888) 296-3360
Established
Firm type
Fiscal year end
# of Employees
111
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 9,157 |
| AUM (Assets Under Management) | $ 3,167,350,865 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
