Joseph Henry Borchers
Investment adviser representative at Cpr Investments Inc
34 yearsExperience
1 stateRegistered in
$238.8MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
34 years in the industry.
- Ankelohe Equity, LLC.May 2019 to now
- Cpr Investments Inc.Jul 2018 to now
- Wealthcare Retirement Solutions, LLCApr 2016 to now
- Risk Management International Ltd.Jan 2013 to now
- Joseph BorchersJun 1992 to now
- Secure Investment Managment, LLCMay 2017 to Jul 2018
- J.D. Mellberg Financial, LLCMar 2017 to Jul 2018
- Horter Investment Managament, LLCDec 2015 to Apr 2017
- Heights Equity, LLCDec 2011 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cpr Investments Inc
$238.8MAssets managed
1,172Clients
25Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1863817
- Firm CRD
- 139067