CoreNorth Capital Planning

Q: What is CoreNorth Capital Planning's official website?

CoreNorth Capital Planning's official website is www.corenorth.com

Q: What is CoreNorth Capital Planning's Revenue?

CoreNorth Capital Planning's revenue is <$5 Million

Q: What is CoreNorth Capital Planning's SIC code?

CoreNorth Capital Planning's SIC: 62,628

Q: What is CoreNorth Capital Planning's NAICS code?

CoreNorth Capital Planning's NAICS: 52,523

Q: How many employees does CoreNorth Capital Planning have?

CoreNorth Capital Planning has 11-50 employees

Q: What industry does CoreNorth Capital Planning belong to?

CoreNorth Capital Planning is in the industry of: Finance , Securities Trading , Lending & Brokerage

Q: What is CoreNorth Capital Planning competition?

CoreNorth Capital Planning top competitors include: Sunrise Wealth Partners , Business & Financial Strategies , Mastey Financial Group , TS Financial Group

Q: What technology does CoreNorth Capital Planning use?

Some of the popular technologies that CoreNorth Capital Planning uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, GoDaddy DNS

Q: How do I contact CoreNorth Capital Planning?

CoreNorth Capital Planning contact info: Phone number: (316) 361-8991 Website: www.corenorth.com

Q: What does CoreNorth Capital Planning do?

CoreNorth Capital Planning specializes in financial planning and portfolio management, assisting clients in managing their long-term investments in a cost-effective manner. The firm focuses on aligning investment strategies with individual financial goals to strengthen clients' financial futures. Their services include comprehensive financial plann... ing, retirement planning, investment planning, income planning, estate planning, special needs planning, charitable giving, and risk management. CoreNorth aims to help clients create well-defined financial plans tailored to their unique situations. Read More

Finance · Kansas, United States · 11-50 Employees

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Overview

Headquarters

13111 E 21st St N, Wichita, Kansas, 6723...

Phone Number

(316) 361-8991

Website

www.corenorth.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

Lending & Brokerage

About CoreNorth Capital Planning

CoreNorth Capital Planning specializes in financial planning and portfolio management, assisting clients in managing their long-term investments in a cost-effective manner. The firm focuses on aligning investment strategies with individual financial goals to strengthen clients' financial futures. Their services include comprehensive financial planning, retirement planning, investment planning, income planning, estate planning, special needs planning, charitable giving, and risk management. CoreNorth aims to help clients create well-defined financial plans tailored to their unique situations.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

CoreNorth Capital Planning Org Chart

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Sara Riggs

Executive Administrative Associate

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Melinda Morris

Executive Administrative Associate

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MarCella Tipton

Executive Administrative Associate

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Financial Advisor

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Financial Advisor

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Financial Advisor

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Financial Advisor

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Financial Advisor & Cfp, Qualified Kingdom & ...

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Financial, Cfp Advisor

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Top Executive

CoreNorth Capital Plannin...

<$5M

11-50

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2006

Sara RiggsExecutive Administrative Associate

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Max WinthropCEO

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Samuel ZoskeDirector, Mergers & Acquisitions

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TS Financial Group

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Michael SchremserChief Compliance Officer

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CoreNorth Capital Planning Tech Stack

A closer look at the technologies used by CoreNorth Capital Planning

Google Cloud Web Serving

Google

Google Cloud Platform

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Top Finance Companies

Frequently Asked Questions Regarding CoreNorth Capital Planning

What is CoreNorth Capital Planning's official website?

CoreNorth Capital Planning's official website is www.corenorth.com

What is CoreNorth Capital Planning's Revenue?

CoreNorth Capital Planning's revenue is <$5 Million

What is CoreNorth Capital Planning's SIC code?

CoreNorth Capital Planning's SIC: 62,628

What is CoreNorth Capital Planning's NAICS code?

CoreNorth Capital Planning's NAICS: 52,523

How many employees does CoreNorth Capital Planning have?

CoreNorth Capital Planning has 11-50 employees

What industry does CoreNorth Capital Planning belong to?

CoreNorth Capital Planning is in the industry of: Finance, Securities Trading, Lending & Brokerage

What is CoreNorth Capital Planning competition?

CoreNorth Capital Planning top competitors include: Sunrise Wealth Partners, Business & Financial Strategies, Mastey Financial Group, TS Financial Group

What technology does CoreNorth Capital Planning use?

Some of the popular technologies that CoreNorth Capital Planning uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, GoDaddy DNS

How do I contact CoreNorth Capital Planning?

CoreNorth Capital Planning contact info: Phone number: (316) 361-8991 Website: www.corenorth.com

What does CoreNorth Capital Planning do?

What are CoreNorth Capital Planning social media links?

CoreNorth Capital Planning Linkedin page CoreNorth Capital Planning Facebook page

Is CoreNorth Capital Planning a public company?

CoreNorth Capital Planning is private company therefore does not currently have an official ticker symbol

See more information about CoreNorth Capital Planning

CoreNorth Capital Planning Latest Hires and Their Positions

CoreNorth Capital Planning is expanding and recently hired new employees. Here are the latest additions to the team.

Melinda Morris

Executive Administrative Associate

Joined Feb 25, 2026

Phone

Rick Isaac

Financial Advisor

Joined Feb 25, 2026

Phone

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