Adam Simon (CRD# 5663201) is an Investment Advisor Representative working at Cpr Investments Inc. in Rochester, MI and has over 14 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Simple Senior Health Plans Liability Company | Macomb, MI | Jun 2023 - Current | < 1 |
| Ausdal Financial Partners, Inc. | Davenport, IA | Jun 2017 - Current | 6 |
| Cpr Investments Inc. | Rochester, MI | Jun 2017 - Current | 6 |
| Cpr Financial Group LLC | Rochester, MI | Jun 2017 - Current | 6 |
| Woodside Bible Church | Troy, MI | Oct 2011 - Current | 12 |
| Clinton Twp Fire Dept | Clinton Twp, MI | Mar 2005 - Current | 19 |
| Adam Simon, Sole Proprietor | Shelby Township, MI | Jun 2017 - Jun 2023 | 6 |
| Hbw Securities LLC | Simi Valley, CA | Mar 2015 - Jun 2017 | 2 |
| Hbw Advisory Services LLC | Simi Valley, CA | Jan 2010 - Jun 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2009 |
| S63 | Uniform Securities State Law Examination | Apr 2015 |
- MI
-
Total Assets Under Management295MILLIONS
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Total Number of Accounts3,510ACCOUNTS
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Average Account Value$84,112
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
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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