George
Johnson
Cpr Investments Inc
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About this Advisor
George Johnson is a financial advisor working in Rochester, Michigan with 2 years of relevant experience. Johnson is currently employed by Cpr Investments Inc. Over the course of their career, they have held roles at Michigan Schools & Government Cu, Cetera Advisor Networks LLC, Lpl Financial, LLC, Cpr Financial Group LLC, Cpr Investments Inc, Sole Proprietor George Johnson and Willenbrecht Legal Services, LLC. Johnson maintains Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Michigan. Cpr Investments Inc is a company that has its headquarters in Rochester, MI. The firm has offices in 20 locations and a total of 36 employees. It manages $295 million in assets among its 3,154 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm serves six charities and foundations. Of its 3,154 customer accounts, just 3% belong to high-net-worth clients who have at least $1 million in assets available to invest. Cpr Investments Inc provides 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 advisory fees typically are based on which services the firm provides the client. Fee types charged by Cpr Investments Inc most likely include 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
George Johnson Work History
George has been registered as a financial advisor for 2 years.*
Cpr Financial Group LLC
Cpr Investments Inc
Sole Proprietor George Johnson
Willenbrecht Legal Services, LLC
Lpl Financial, LLC
Michigan Schools & Government Cu
Cetera Advisor Networks LLC
Lpl Financial, LLC
Cetera Advisor Networks 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 George Johnson 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
Rochester, MI
Rochester, MI
Burleson, TX
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.
