Warren, OH Office

Team
Updated today

Client AUM

$3,986,038,378

Clients

9,671

Advisors

2

Of 117 advisors across 50 offices

Location

8775 E Market Street

Warren OH 44484

Advisors at this office

2

Advisors at this office

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Ryan N

Series 63, Series 65

Warren, OH

Corecap Advisors

Ryan Nisbett is a financial advisor at CoreCap Advisors in Warren, OH, holding Series 63 and Series 65 licenses. He has one year of industry experience, including time at CoreCap Investments, TLC Wealth, and self-employment. In addition to his advisory role, Nisbett works as an independent insurance agent, selling and servicing life and annuity policies. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a range of clients, including high-net-worth individuals, retirement accounts, and institutional entities. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and frequently engages sub-advisors and third-party asset managers.

Retirement income strategy Income planning Tax-loss harvesting Active portfolio management Private / alternative investments Self-Employed
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Christopher V

Series 65, Series 63

Warren, OH

Corecap Advisors

Christopher Villwock is a financial advisor with CoreCap Advisors, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has been with CoreCap Advisors since 2017 and also operates TLC Insurance Group, which provides Medicare supplement, Medicare Advantage, Part D plans, and property and casualty insurance. CoreCap Advisors serves individual, retirement plan, and institutional clients by offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes a relationship-oriented, long-term investment approach that includes mutual funds, ETFs, equities, bonds, and, when appropriate, options and short sales.

Retirement income strategy Income planning Tax-loss harvesting Active portfolio management Private / alternative investments Self-Employed
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