Robert Burns Ausdal Jr
CFAProfessional Summary
Robert Burns Ausdal JR, CFA is a registered financial advisor currently at CPR INVESTMENTS INC located in Milan, Illinois. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Robert has worked at 2 firms and has passed the Series 65, Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 28, Series 4, Series 53 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
45 years in the financial services industry
Current & Past Employments
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Current Firm
ADVISOR PORTFOLIOS | VALENZUELA FINANCIAL MANAGEMENT GROUP | V8 INVESTMENT ADVISORS | OSTLUND WEALTH ADVISORS, LLC | DENK FINANCIAL ADVISORS | CPR INVESTMENTS, LLC | CPR INVESTMENTS INC | CPR INVESTMENT MANAGEMENT GROUP | CPR ASSET MANAGEMENT | CPR ADVISOR PORTFOLIOS
Contact Information
Main Address
1600 Parkdale Road Suite 201, Rochester, MI 48307Phone Number
(800) 213-1164# of Employees
25SEC notice filing (18 States and Territories)
Registered to provide investment advisory services in 18 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,954AUM (Assets Under Management)
$238,785,216Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ADVISOR PORTFOLIOS | VALENZUELA FINANCIAL MANAGEMENT GROUP | V8 INVESTMENT ADVISORS | OSTLUND WEALTH ADVISORS, LLC | DENK FINANCIAL ADVISORS | CPR INVESTMENTS, LLC | CPR INVESTMENTS INC | CPR INVESTMENT MANAGEMENT GROUP | CPR ASSET MANAGEMENT | CPR ADVISOR PORTFOLIOS
State Registrations and Notice Filings
(12/1/2023)
(12/1/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed May 2006About the Series 28 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Robert Burns Ausdal JR's CRS (Customer Relationship Summary).
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