Cpr Investments Inc.

Cpr Investments Inc. (CRD# 139067) is a financial advisory firm headquartered in , . They manage $38,610,000 in 346 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    346
    ACCOUNTS
  • Average Account Value
    $111,590
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
  • Selection of other advisers (including private fund managers)
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.

CA, MI, NM, NV, NY, OR, TX, VA, WA

Financial Advisors at Cpr Investments Inc.
Showing 1 - 10 of 14 top financial advisors.
1
Albert F. Boykin
CRD#: 1738701
Cathedral City, CA
93
Wealthminder
score

Albert Boykin (CRD# 1738701) is an Investment Advisor Representative working at Cpr Investments Inc. in Cathedral City, CA and has over 11 years of experience in the finance industry.

2
Janell L. Denk
CRD#: 2067089
Portland, OR
93
Wealthminder
score

Janell Denk (CRD# 2067089) is an Investment Advisor Representative working at Cpr Investments Inc. in Portland, OR and has over 27 years of experience in the finance industry.

3
Fred W. Freimark
CRD#: 2157847
Portland, OR
93
Wealthminder
score

Fred Freimark (CRD# 2157847) is an Investment Advisor Representative working at Cpr Investments Inc. in Portland, OR and has over 26 years of experience in the finance industry.

4
Lance B. Whitney
CRD#: 4960943
Utica, MI
93
Wealthminder
score

Lance Whitney (CRD# 4960943) is an Investment Advisor Representative working at Cpr Investments Inc. in Utica, MI and has over 9 years of experience in the finance industry.

5
Joseph J. Larocca
CRD#: 6007845
Utica, MI
90
Wealthminder
score

Joseph Larocca (CRD# 6007845) is an Investment Advisor Representative working at Cpr Investments Inc. in Utica, MI and has over 6 years of experience in the finance industry.

6
Orlando I. Luna
CRD#: 5988146
6200 Savoy Dr., Suite 640, Houston, TX 77036
90
Wealthminder
score

Orlando Luna (CRD# 5988146) is an Investment Advisor Representative working at Cpr Investments Inc. in Houston, TX and has over 6 years of experience in the finance industry.

7
Justin P. Reinhold
CRD#: 6108538
Utica, MI
90
Wealthminder
score

Justin Reinhold (CRD# 6108538) is an Investment Advisor Representative working at Cpr Investments Inc. in Utica, MI and has over 5 years of experience in the finance industry.

8
Renee L. Cuchetti
CRD#: 2080205
Utica, MI
83
Wealthminder
score

Renee Cuchetti (CRD# 2080205) is an Investment Advisor Representative working at Cpr Investments Inc. in Utica, MI and has over 27 years of experience in the finance industry.

9
John R. Fawcett
CRD#: 4464994
Utica, MI
81
Wealthminder
score

John Fawcett (CRD# 4464994) is an Investment Advisor Representative working at Cpr Investments Inc. in Utica, MI and has over 15 years of experience in the finance industry.

10
Gary L. Lloyd
CRD#: 5768051
Utica, MI
81
Wealthminder
score

Gary Lloyd (CRD# 5768051) is an Investment Advisor Representative working at Cpr Investments Inc. in Utica, MI and has over 8 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.