Robert
Elliston

Cpr Investments Inc

CRD#7187130
Investment Advisor
in Rochester, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Robert Elliston is a financial advisor based out of Rochester, Michigan with 4 years of industry experience. Elliston works at Cpr Investments Inc. The advisor has gained experience at Cpr Investments Inc, Abio Clinical, Global Institute For Research, Amelia Overhead Door and Robert Luke Elliston, Sole Proprietor. Elliston holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Virginia. Cpr Investments Inc is a registered investment company that has its headquarters in Rochester, MI. The investment advisory business has offices in 20 locations and a total of 36 people on staff. It has $295 million in assets under management between its 3,154 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm advises six charitable organizations. Of its 3,154 client accounts, just 3% are held by high-net-worth investors who have at least $1 million in investable assets. Cpr Investments Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on which service is provided. However, fees billed by Cpr Investments Inc can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Cpr Investments Inc Brokerage Details

Total Assets Under Management

$295,298,182

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

36

MI Average: 21
Total Number of Accounts

3,154

MI Average: 1,586
Average Account Size

$93,627

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

Robert Elliston Work History

Robert has been registered as a financial advisor for 4 years.*

2022 - Present (2 years)

Robert Luke Elliston, Sole Proprietor

2019 - Present (5 years)

Cpr Investments Inc

2018 - Present (6 years)

Abio Clinical

2013 - Present (11 years)

Global Institute For Research

2011 - 2013 (2 years)

Amelia Overhead Door

*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 Robert Elliston 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

Jason Young
Rochester, MI
Renee Cuchetti
Rochester, MI
Mark Smith
Rochester, MI
Justin Reinhold
Rochester, MI
Anthony Valenzuela
Rochester, MI
Bryan Byrd
Albuquerque, NM
Joseph Larocca
Rochester, MI
Orlando Luna
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started