Adam
Simon
Cpr Investments Inc
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About this Advisor
Adam Simon is a financial advisor working in Rochester, Michigan who has 6 years of relevant experience. Simon is currently employed by Cpr Investments Inc. Simon has gained experience at Clinton Twp Fire Dept, Hbw Advisory Services LLC, Hbw Securities LLC, Woodside Bible Church, Ausdal Financial Partners, Inc, Cpr Investments Inc, Cpr Financial Group LLC and Adam Simon, Sole Proprietor. Simon holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Michigan. Cpr Investments Inc is an advisory firm operating out of Rochester, MI. The investment advisory business has offices in 20 locations and a total of 36 financial advisors. It oversees $295 million in assets across its 3,154 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm serves six charitable organizations. Of its 3,154 client accounts, just 3% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules typically are based on the services offered. However, fee types charged by Cpr Investments Inc likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cpr Investments Inc Brokerage Details
$295,298,182
36
3,154
$93,627
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Adam Simon Work History
Adam has been registered as a financial advisor for 6 years.*
Ausdal Financial Partners, Inc
Cpr Investments Inc
Cpr Financial Group LLC
Adam Simon, Sole Proprietor
Woodside Bible Church
Clinton Twp Fire Dept
Hbw Securities LLC
Hbw Advisory Services LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Simon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cpr Investments Inc
Rochester, MI
Rochester, MI
Rochester, MI
Rochester, MI
Rochester, MI
Albuquerque, NM
Rochester, MI
Rochester, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
