George
Johnson

Cpr Investments Inc

CRD#4503530
Investment Advisor
in Rochester, MI

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About this Advisor

George Johnson is a financial advisor based in Rochester, Michigan, working with Cpr Investments Inc. George has previously held positions at Michigan Schools & Government Cu, Lpl Financial, LLC, Cpr Financial Group LLC, Cpr Investments Inc, Sole Proprietor George Johnson, and Willenbrecht Legal Services, LLC. George has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, George is part of Cpr Investments Inc, which operates out of Rochester, Michigan. The firm has 23 offices and 40 employees. The firm manages assets totaling $295.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Cpr Investments Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1600 Parkdale Road Suite 201
Rochester, MI 48307

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Cpr Investments Inc Brokerage Details

Total Assets Under Management

$295,234,856

MI Average: $943,424,332
Total Number of Employees

40

MI Average: 21
Total Number of Accounts

3,510

MI Average: 1,586
Average Account Size

$84,112

MI Average: $594,845

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

2021 - Present (3 years)

Cpr Financial Group LLC

2021 - Present (3 years)

Cpr Investments Inc

2013 - Present (11 years)

Sole Proprietor George Johnson

2018 - 2020 (2 years)

Willenbrecht Legal Services, LLC

2015 - 2020 (5 years)

Lpl Financial, LLC

2013 - 2020 (7 years)

Michigan Schools & Government Cu

2013 - 2020 (7 years)

Lpl Financial, LLC

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

Christopher Crawford
Rochester, MI
Jason Young
Rochester, MI
Mark Smith
Rochester, MI
Robert Elliston
Rochester, MI
George Johnson
Rochester, MI
Julia Valenzuela
Davie, FL
Renee Cuchetti
Rochester, MI
Ernest Rispoli
Rochester, MI

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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