Thrivent Investment Management
38yrs
Top advisor by experience in Mount Clemens
11yrs
Patrick Simasko is a fiduciary financial advisor in Mount Clemens, Michigan, with 11 years in the industry. Patrick joined Corecap Advisors in 2016, a firm offering financial planning, investment management, and selecting outside investment managers. Corecap Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 25 advisors with offices in Mount Clemens, and one of 23 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
OfficeMount Clemens, MI
FirmCorecap Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$412,164
Advisors at the firm117
States licensed ?2 states
Services through Corecap Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2016 – nowCorecap AdvisorsCurrent firm
Contact Patrick
(888) 296-3360Firm headquarters in Southfield, MI. Ask for Patrick. Mount Clemens, MIOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Corecap Advisors at (888) 296-3360 and ask for Patrick Simasko. Patrick works from the Mount Clemens, MI office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2016, about 11 years. 11 years in the industry.
What licenses does Patrick hold?
Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Corecap Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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