Cpa Investment Solutions, Inc.

Cpa Investment Solutions, Inc. (CRD# 144888) is a financial advisory firm headquartered in Sarasota, FL. They manage $33,878,882 in 225 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    225
    ACCOUNTS
  • Average Account Value
    $150,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Cpa Investment Solutions, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Angela R. Dyches
CRD#: 3099225
6371 Business Blvd., Suite 101, Sarasota, FL 34240
93
Wealthminder
score

Angela Dyches (CRD# 3099225) is an Investment Advisor Representative working at Cpa Investment Solutions, Inc. in Sarasota, FL and has over 19 years of experience in the finance industry.

2
Robin O. Oegerle
CRD#: 1749331
6371 Business Blvd., Suite 101, Sarasota, FL 34240
93
Wealthminder
score

Robin Oegerle (CRD# 1749331) is an Investment Advisor Representative working at Cpa Investment Solutions, Inc. in Sarasota, FL and has over 27 years of experience in the finance industry.

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