Bruce DenkCRD Number: 5420685
Current Firm: Cpr Investments Inc.
Bruce Denk (CRD# 5420685) is an Investment Advisor Representative working at Cpr Investments Inc. in Portland, OR and has over 7 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Smb Financial Services, Inc.
Cable Hill Partners, LLC
|Cpr Financial Group||Portland, OR||Apr 2016 - Current||2|
|Ausdal Financial Partners, Inc.||Davenport, IA||Apr 2016 - Current||2|
|Cpr Investments Inc.||Portland, OR||Apr 2016 - Current||2|
|Denk & Associates, Inc.||Portland, OR||Jan 2006 - Current||12|
|Denk Financial Advisors||Portland, OR||Apr 2004 - Current||14|
|Hbw Securities LLC||Simi Valley, CA||Sep 2014 - Apr 2016||1|
|Hbw Advisory Services LLC||Simi Valley, CA||Oct 2010 - Apr 2016||5|
|Hbw Insurance & Financial Services, Inc.||Simi Valley, CA||Jul 2002 - Apr 2016||13|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2010|
|S63||Uniform Securities State Law Examination||Jan 2015|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management101MILLIONS
Total Number of Accounts1,391ACCOUNTS
Average Account Value$72,322
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, FL, IL, MI, NE, NM, NV, NY, OR, SC, TX, VA, WA
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