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 21 - 30 of 36 top financial advisors.
21
Justin P. Reinhold
CRD#: 6108538
1600 Parkdale Road, Suite 201, Rochester, MI 48307

Justin Reinhold (CRD# 6108538) is an Investment Advisor Representative working at Cpr Investments Inc. in Rochester, MI and has over 11 years of experience in the finance industry.

22
Adam J. Simon
CRD#: 5663201
1600 Parkdale Road, Suite 201, Rochester, MI 48307

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.

23
Kendra K. Simon
CRD#: 4098173
318 Whitestag Ct., Grandville, MI 49418

Kendra Simon (CRD# 4098173) is an Investment Advisor Representative working at Cpr Investments Inc. in Grandville, MI and has over 23 years of experience in the finance industry.

24
Jose M. Valenzuela
CRD#: 2425543
Davie, FL

Jose Valenzuela (CRD# 2425543) is an Investment Advisor Representative working at Cpr Investments Inc. in Davie, FL and has over 14 years of experience in the finance industry.

25
Lance B. Whitney
CRD#: 4960943
1600 Parkdale Road, Suite 201, Rochester, MI 48307

Lance Whitney (CRD# 4960943) is an Investment Advisor Representative working at Cpr Investments Inc. in Rochester, MI and has over 15 years of experience in the finance industry.

26
Jason L. Young
CRD#: 6988991
1600 Parkdale Road, Suite 201, Rochester, MI 48307

Jason Young (CRD# 6988991) is an Investment Advisor Representative working at Cpr Investments Inc. in Rochester, MI and has over 5 years of experience in the finance industry.

27
Bart F. Dichiaro
CRD#: 4967879
7 Skyline Drive, Suite 350, Hawthorne, NY 10532

Bart Dichiaro (CRD# 4967879) is an Investment Advisor Representative working at Cpr Investments Inc. in Hawthorne, NY and has over 10 years of experience in the finance industry.

28
Seyedmohammadreza Akbari
CRD#: 7462211
1600 Parkdale Road, Suite 201, Rochester, MI 48307

Seyedmohammadreza Akbari (CRD# 7462211) is an Investment Advisor Representative working at Cpr Investments Inc. in Rochester, MI and has 1 year of experience in the finance industry.

29
Rodney Au Yeung
CRD#: 4006157
1600 Parkdale Road, Suite 201, Rochester, MI 48307

Rodney Au Yeung (CRD# 4006157) is an Investment Advisor Representative working at Cpr Investments Inc. in Rochester, MI and has over 24 years of experience in the finance industry.

30
Robert L. Elliston
CRD#: 7187130
1600 Parkdale Road, Suite 201, Rochester, MI 48307

Robert Elliston (CRD# 7187130) is an Investment Advisor Representative working at Cpr Investments Inc. in Rochester, MI and has over 4 years of experience in the finance industry.

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