Rodney
Au Yeung

Cpr Investments Inc

CRD#4006157
Investment Advisor
in Rochester, MI

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About this Advisor

Rodney Au Yeung is a financial advisor operating in Rochester, Michigan with a total of 2 years of relevant experience. Au Yeung is an employee of Cpr Investments Inc. Their career trajectory has included roles at Independent Insurance Agent, Irn Realty, Aegis Wealth Management, Inc and Cpr Investments Inc. Au Yeung has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Cpr Investments Inc is an advisory firm that has its headquarters in Rochester, MI. It has offices in 20 locations and a total of 36 financial advisors. It administers $295 million in total assets among its 3,154 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm provides financial advice to six charities and foundations. Of its 3,154 client accounts, just 3% are held by high-net-worth individuals who have more than $1 million in assets. 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 advisory fee schedules vary depending on which services the firm provides the client. Fee types charged by Cpr Investments Inc can include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 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

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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

Rodney Au Yeung Work History

Rodney has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Cpr Investments Inc

2002 - Present (22 years)

Independent Insurance Agent

2020 - 2021 (1 year)

Aegis Wealth Management, Inc

2007 - 2015 (8 years)

Irn Realty

*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 Rodney Au Yeung 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
Justin Reinhold
Rochester, MI
Mark Smith
Rochester, MI
Anthony Valenzuela
Rochester, MI
Renee Cuchetti
Rochester, MI
Orlando Luna
Burleson, TX
Robert Elliston
Rochester, MI
Joseph Larocca
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.

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