KS
Kendra K. Simon
CPR INVESTMENTS
Grandville, MI 49418
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CRD#: 4098173
KS
Professional summary
Kendra Kay Simon, who also goes by Kendra Kay Lane, is a registered financial advisor currently at CPR INVESTMENTS INC located in Grandville, Michigan.
Kendra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Kendra has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kendra Kay Lane
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.
CPR FINANCIAL GROUP, LLC; INVESTMENT RELATED; ROCHESTER, MI; INSURANCE SALES; I DEVOTE APPX 10 HOURS PER MONTH ALL DURING TRADING TO THIS ACTIVITY; SALE OF LIFE AND FIXED ANNUITIES; COMPENSATION IS COMMISSION. KENDRA SIMON; NON INVESTMENT RELATED; GRANDVILLE, MI; TAX PREPARATION; I DEVOTE APPX 10 HOURS PER MONTH TO THIS ACTIVITY ALL DURING TRADING HOURS; PREPARE TAXES FOR CLIENTS. COMPENSATION IS FEE ASSIGNED TO TAX PREPARATION.
CRS (Client Relationship Summary) - RIA
Click below to view Kendra Kay Simon'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
June 9, 2017 - Present
CPR INVESTMENTS INC
Office #1: 318 Whitestag Ct., Grandville, MI 49418RIA
CRD#: 139067
Grandville, MI
Past
June 9, 2017 - December 5, 2022
AUSDAL FINANCIAL PARTNERS, INC.
BD
CRD#: 7995
GRANDVILLE, MI
Past
March 1, 2010 - June 9, 2017
HBW ADVISORY SERVICES LLC
RIA
CRD#: 143665
GRANDVILLE, MI
Past
December 8, 2009 - December 31, 2009
CPR INVESTMENTS INC
RIA
CRD#: 139067
ROCHESTER, MI
Past
January 27, 2006 - June 12, 2017
HBW SECURITIES LLC
BD
CRD#: 136959
GRANDVILLE, MI
Past
March 2, 2004 - December 31, 2005
AMERICAN GENERAL SECURITIES INCORPORATED
BD
CRD#: 13626
PHOENIX, AZ
Past
February 11, 2000 - November 14, 2003
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.Highlighted states indicate IAR registrations
IAR
Michigan(6/9/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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.
Company Information
CPR INVESTMENTS INC
CRD#: 139067Grandville, MI 49418TRUST BUT VERIFY
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