Fred
Freimark
Cpr Investments Inc
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About this Advisor
Fred Freimark is a financial advisor based in Wilsonville, Oregon, working with Cpr Investments Inc. Fred has previously held positions at Hbw Securities LLC, Hbw Insurance & Financial Services, Inc, Hbw Advisory Services LLC, Cpr Investments Inc, and Cpr Financial Group. Fred has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon. Currently, Fred is part of Cpr Investments Inc, which operates out of Wilsonville, Oregon. 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
Services Offered
Fee Structure
Office Location
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Cpr Investments Inc Brokerage Details
$295,234,856
40
3,510
$84,112
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
Fred Freimark Work History
Cpr Investments Inc
Cpr Financial Group
Hbw Advisory Services LLC
Hbw Securities LLC
Hbw Insurance & Financial Services, Inc
Disclosures
Please visit the SEC profile of Fred Freimark to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
