JD
Janell L. Denk
CPR INVESTMENTS
PORTLAND, OR
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CRD#: 2067089
JD
Professional summary
Janell Laulean Denk, who also goes by Janell Barnes, Janell Laulean Hamilton, Janell Laulean Lindquist, is a registered financial advisor currently at CPR INVESTMENTS INC located in Portland, Oregon and AUSDAL FINANCIAL PARTNERS, INC. located in Portland, Oregon.
Janell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Janell has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Janell Barnes | Janell Laulean Hamilton | Janell Laulean Lindquist
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. CPR FINANCIAL GROUP LLC; 1600 PARKDALE RD STE 201 ROCHESTER, MI; NON INVESTMENT RELATED; I AM A INDEPENDENT CONTRACTOR; ACTIVITY BEGAN 4/2016; I SELL INSURANCE, VARIABLE ANNUITIES & FIXED ANNUITIES; I DEVOTE APPX 20 HOURS TO THIS ACTIVITY PER MONTH WITH 16 HOURS DURING TRADING HOURS. COMPENSATION IS COMMISSION. 2. DENK & ASSOCIATES, INC DBA DENK FINANCIAL ADVISORS; INVESTMENT RELATED; RETIREMENT PLANNING, INSURANCE, INVESTMENT ADVISORY SERVICES; VICE-PRESIDENT/OWNER; ACTIVITY BEGAN 01/2006; I DEVOTE APPX. 2 HOURS PER MONTH TO THIS ACTIVITY ALL DURING TRADING HOURS. I AM CORPORATE SECRETARY.
CRS (Client Relationship Summary) - RIA
Click below to view Janell Laulean Denk's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 4, 2016 - Present
CPR INVESTMENTS INC
RIA
CRD#: 139067
PORTLAND, OR
Current
April 4, 2016 - Present
AUSDAL FINANCIAL PARTNERS, INC.
RIA
BD
CRD#: 7995
PORTLAND, OR
Past
December 13, 2007 - April 4, 2016
HBW ADVISORY SERVICES LLC
RIA
CRD#: 143665
PORTLAND, OR
Past
January 11, 2006 - April 4, 2016
HBW SECURITIES LLC
BD
CRD#: 136959
PORTLAND, OR
Past
August 9, 2005 - December 31, 2005
AMERICAN GENERAL SECURITIES INCORPORATED
RIA
CRD#: 13626
HOUSTON, TX
Past
October 31, 2003 - December 31, 2005
AMERICAN GENERAL SECURITIES INCORPORATED
BD
CRD#: 13626
HOUSTON, TX
Past
October 1, 2002 - October 31, 2003
MM ASCEND LIFE INVESTOR SERVICES, LLC
BD
CRD#: 36451
CINCINNATI, OH
Past
September 7, 1990 - September 17, 2002
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CPR INVESTMENTS INC
CPR ADVISOR PORTFOLIOS | VALENZUELA FINANCIAL MANAGEMENT GROUP | V8 INVESTMENT ADVISORS | OSTLUND WEALTH ADVISORS, LLC | DENK FINANCIAL ADVISORS | CPR INVESTMENTS, LLC | CPR INVESTMENTS INC
CRD#: 139067 / SEC#: 801-112038
RIA
Registered Investment Advisory firm - (11/16/2017 Approved)Arizona
Registered Investment Advisory firm - (11/17/2017 Terminated)California
Registered Investment Advisory firm - (12/17/2017 Terminated)Florida
Registered Investment Advisory firm - (11/17/2017 Terminated)Illinois
Registered Investment Advisory firm - (11/16/2017 Terminated)Indiana
Registered Investment Advisory firm - (12/6/2010 Terminated)Louisiana
Registered Investment Advisory firm - (12/31/2009 Terminated)Michigan
Registered Investment Advisory firm - (12/1/2017 Terminated)Minnesota
Registered Investment Advisory firm - (12/31/2009 Failure to Renew)Nebraska
Registered Investment Advisory firm - (11/17/2017 Terminated)Nevada
Registered Investment Advisory firm - (12/18/2017 Terminated)New Mexico
Registered Investment Advisory firm - (12/31/2017 Terminated)New York
Registered Investment Advisory firm - (11/17/2017 Terminated)Ohio
Registered Investment Advisory firm - (11/20/2017 Terminated)Oregon
Registered Investment Advisory firm - (12/6/2017 Terminated)Tennessee
Registered Investment Advisory firm - (12/31/2009 Terminated)Texas
Registered Investment Advisory firm - (11/17/2017 Terminated)Virginia
Registered Investment Advisory firm - (11/20/2017 Terminated)Washington
Registered Investment Advisory firm - (11/27/2017 Terminated)Wisconsin
Registered Investment Advisory firm - (12/31/2009 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(4/4/2016)
RR
Oregon(4/8/2016)
IAR
Oregon(4/8/2016)
RR
Washington(4/4/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CPR INVESTMENTS INC
CPR ADVISOR PORTFOLIOS | VALENZUELA FINANCIAL MANAGEMENT GROUP | V8 INVESTMENT ADVISORS | OSTLUND WEALTH ADVISORS, LLC | DENK FINANCIAL ADVISORS | CPR INVESTMENTS, LLC | CPR INVESTMENTS INC
CRD#: 139067 / SEC#: 801-112038
RIA
Registered Investment Advisory firm - (11/16/2017 Approved)Arizona
Registered Investment Advisory firm - (11/17/2017 Terminated)California
Registered Investment Advisory firm - (12/17/2017 Terminated)Florida
Registered Investment Advisory firm - (11/17/2017 Terminated)Illinois
Registered Investment Advisory firm - (11/16/2017 Terminated)Indiana
Registered Investment Advisory firm - (12/6/2010 Terminated)Louisiana
Registered Investment Advisory firm - (12/31/2009 Terminated)Michigan
Registered Investment Advisory firm - (12/1/2017 Terminated)Minnesota
Registered Investment Advisory firm - (12/31/2009 Failure to Renew)Nebraska
Registered Investment Advisory firm - (11/17/2017 Terminated)Nevada
Registered Investment Advisory firm - (12/18/2017 Terminated)New Mexico
Registered Investment Advisory firm - (12/31/2017 Terminated)New York
Registered Investment Advisory firm - (11/17/2017 Terminated)Ohio
Registered Investment Advisory firm - (11/20/2017 Terminated)Oregon
Registered Investment Advisory firm - (12/6/2017 Terminated)Tennessee
Registered Investment Advisory firm - (12/31/2009 Terminated)Texas
Registered Investment Advisory firm - (11/17/2017 Terminated)Virginia
Registered Investment Advisory firm - (11/20/2017 Terminated)Washington
Registered Investment Advisory firm - (11/27/2017 Terminated)Wisconsin
Registered Investment Advisory firm - (12/31/2009 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1600 Parkdale Road Suite 201, Rochester, MI 48307
Mailing Address
Phone number
(800) 213-1164
Established
Firm type
Fiscal year end
# of Employees
28
SEC notice filing (18 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,946 |
| AUM (Assets Under Management) | $ 213,296,073 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
