Cpr Investments Inc.

Cpr Investments Inc. (CRD# 139067) is a financial advisory firm headquartered in Rochester, MI. They manage $295,234,856 in 3,510 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    295
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Cpr Investments Inc.
Showing 11 - 20 of 36 top financial advisors.
11
Fred W. Freimark
CRD#: 2157847
Wilsonville, OR

Fred Freimark (CRD# 2157847) is an Investment Advisor Representative working at Cpr Investments Inc. in Wilsonville, OR and has over 32 years of experience in the finance industry.

12
Patricia I. Gomez
CRD#: 2793535
1600 Parkdale Road, Suite 201, Rochester, MI 48307

Patricia Gomez (CRD# 2793535) is an Investment Advisor Representative working at Cpr Investments Inc. in Rochester, MI and has over 23 years of experience in the finance industry.

13
George W. Johnson
CRD#: 4503530
1600 Parkdale Road, Suite 201, Rochester, MI 48307

George Johnson (CRD# 4503530) is an Investment Advisor Representative working at Cpr Investments Inc. in Rochester, MI and has over 22 years of experience in the finance industry.

14
Joseph J. Larocca
CRD#: 6007845
1600 Parkdale Road, Suite 201, Rochester, MI 48307

Joseph Larocca (CRD# 6007845) is an Investment Advisor Representative working at Cpr Investments Inc. in Rochester, MI and has over 12 years of experience in the finance industry.

15
Gary L. Lloyd
CRD#: 5768051
1600 Parkdale Road, Suite 201, Rochester, MI 48307

Gary Lloyd (CRD# 5768051) is an Investment Advisor Representative working at Cpr Investments Inc. in Rochester, MI and has over 14 years of experience in the finance industry.

16
Orlando I. Luna
CRD#: 5988146
Burleson, TX

Orlando Luna (CRD# 5988146) is an Investment Advisor Representative working at Cpr Investments Inc. in Burleson, TX and has over 12 years of experience in the finance industry.

17
Kristin M. Menz-Yianni
CRD#: 5380251
1600 Parkdale Road, Suite 201, Rochester, MI 48307

Kristin Menz-Yianni (CRD# 5380251) is an Investment Advisor Representative working at Cpr Investments Inc. in Rochester, MI and has over 15 years of experience in the finance industry.

18
Nicholas P. Perkins
CRD#: 7072122
1600 Parkdale Road, Suite 201, Rochester, MI 48307

Nicholas Perkins (CRD# 7072122) is an Investment Advisor Representative working at Cpr Investments Inc. in Rochester, MI and has over 5 years of experience in the finance industry.

19
John A. Perko
CRD#: 2890960
1600 Parkdale Road, Suite 201, Rochester, MI 48307

John Perko (CRD# 2890960) is an Investment Advisor Representative working at Cpr Investments Inc. in Rochester, MI and has over 26 years of experience in the finance industry.

20
Charles P. Reinhold
CRD#: 1464960
1600 Parkdale Road, Suite 201, Rochester, MI 48307

Charles Reinhold (CRD# 1464960) is an Investment Advisor Representative working at Cpr Investments Inc. in Rochester, MI and has over 37 years of experience in the finance industry.

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