BM
BM

Brett Lawrence Mills

14 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
107 advisors
Number of Clients
9,157 clients
Average Client Portfolio
$346K average
Assets Under Management
$3.2B

Fee Structure

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Location

27777 Franklin Road, Suite 700, Southfield, MI, 48034

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brett is an independent insurance agent selling fixed products, health insurance, and life insurance. These activities may occur during market hours but do not conflict with his duties to securities clients.

Employment History
Current Registrations
Corecap Advisors
April 2014 - Present · 11 yrs 10 mos
Previous Registrations
Caitlin John, LLC
March 2011 - April 2014 · 3 yrs 1 mo
State Registrations8 states
ALAZCAFLKYMIORTX
Advisor
Exams
No exam information available for this advisor.