Ernest
Rispoli

Cpr Investments Inc

CRD#7115211
Investment Advisor
in Rochester, MI

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About this Advisor

Ernest Rispoli is a financial advisor based in Rochester, Michigan, working with Cpr Investments Inc. Ernest has previously held positions at Pfs Investments Inc, Primerica Financial Services, Envoy Mortgage, Key Bank, First Niagara Bank, Fran Rock Truck, Wells Fargo Bank, Cpr Investments Inc, Fairway Independent Mortgage Corporation, Primerica Advisors, and Cpr Financial Group LLC. Ernest has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Ernest 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 63, 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

Ernest Rispoli Work History

2023 - Present (1 year)

Cpr Investments Inc

2023 - Present (1 year)

Fairway Independent Mortgage Corporation

2023 - Present (1 year)

Cpr Financial Group LLC

2021 - 2023 (2 years)

Primerica Advisors

2019 - 2023 (4 years)

Pfs Investments Inc

2019 - 2023 (4 years)

Primerica Financial Services

2019 - 2023 (4 years)

Envoy Mortgage

2017 - 2019 (2 years)

Key Bank

2016 - 2017 (1 year)

First Niagara Bank

2014 - 2016 (2 years)

Fran Rock Truck

2012 - 2014 (2 years)

Wells Fargo Banbk

Disclosures

Please visit the SEC profile of Ernest Rispoli 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
Robert Elliston
Rochester, MI
Mark Smith
Rochester, MI
George Johnson
Rochester, MI
Jason Young
Rochester, MI
Justin Reinhold
Rochester, MI
Ernest Rispoli
Rochester, MI
Julia Valenzuela
Davie, FL

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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