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).

Current Firm Details
1600 Parkdale Road, Suite 201, Rochester, MI 48307
https://www.linkedin.com/in/joeborchers/
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 31 - 36 of 36 top financial advisors.
31
William Joslyn, financial advisor Latham NY
William J. Joslyn
CRD#: 7362745
6 Century Hill Dr., Suite 2a, Latham, NY 12110

William Joslyn (CRD# 7362745) is an Investment Advisor Representative working at Cpr Investments Inc. in Latham, NY and has over 5 years of experience in the finance industry.

32
Joseph Petry, financial advisor Latham NY
Joseph W. Petry
CRD#: 4649782
6 Century Hill Drive, Suite A, Latham, NY 12110

Joseph Petry (CRD# 4649782) is an Investment Advisor Representative working at Cpr Investments Inc. in Latham, NY and has over 15 years of experience in the finance industry.

33
Ernest Rispoli, financial advisor Rochester MI
Ernest P. Rispoli
CRD#: 7115211
1600 Parkdale Road, Suite 201, Rochester, MI 48307

Ernest Rispoli (CRD# 7115211) is an Investment Advisor Representative working at Cpr Investments Inc. in Rochester, MI and has over 4 years of experience in the finance industry.

34
Mark Smith, financial advisor Rochester MI
Mark J. Smith
CRD#: 7504195
1600 Parkdale Road, Suite 201, Rochester, MI 48307

Mark Smith (CRD# 7504195) is an Investment Advisor Representative working at Cpr Investments Inc. in Rochester, MI and has over 2 years of experience in the finance industry.

35
Julia Valenzuela, financial advisor Davie FL
Julia M. Valenzuela
CRD#: 7422329
Davie, FL

Julia Valenzuela (CRD# 7422329) is an Investment Advisor Representative working at Cpr Investments Inc. in Davie, FL and has 1 year of experience in the finance industry.

36
Jesse Verrecchia, financial advisor Rochester MI
Jesse A. Verrecchia
CRD#: 842395
1600 Parkdale Road, Suite 201, Rochester, MI 48307

Jesse Verrecchia (CRD# 842395) is an Investment Advisor Representative working at Cpr Investments Inc. in Rochester, MI and has over 23 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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