James Arnholt, financial advisor Bassett NE

James Arnholt

CRD Number: 1634768
Current Firm: Cpr Investments Inc.

James Arnholt (CRD# 1634768) is an Investment Advisor Representative working at Cpr Investments Inc. in Bassett, NE and has over 33 years of experience in the finance industry.

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Securities America Advisors, Inc.
Company Name Location Dates Years
Cpr Investments Inc. Bassett, NE Jun 2017 - Current 6
Rock County High School Foundation, Inc. Bassett, NE May 1998 - Current 25
Arnholt Insurance Agency Bassett, NE Feb 1994 - Current 30
Kcd Financial, Inc. Bassett, NE Mar 2007 - Oct 2016 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1990
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for James R. Arnholt
Phone Number: 800-213-1164
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    295
    MILLIONS
  • Total Number of Accounts
    3,510
    ACCOUNTS
  • Average Account Value
    $84,112
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CT, FL, GA, IL, KY, MA, MI, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA

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